8-5-26 Q&A Wednesday: Market Questions Answered
The Real Investment Show Podcast
Release Date: 08/05/2026
9-14-26 Is This Time Different for Stocks?
The Real Investment Show Podcast
Stock prices and corporate earnings are breaking trends that have held for roughly 90 years. Does artificial intelligence represent a fundamental change in the economy and markets, or are investors once again being tempted by the four most dangerous words in investing: “this time is different”? Lance Roberts examines whether AI has truly changed the earnings equation, what today's valuations suggest about future returns, and why investors don't necessarily have to choose between being bullish and bearish. 0:00 INTRO 1:01 - FOMC Week; AI: To Pause or Not to Pause? 4:35 - Markets Still...
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9-14-26 Don’t Overreact to Today’s Tech Selloff | Before the Bell
The Real Investment Show Podcast
September’s frustrating market consolidation continues, but Technology and the NASDAQ face fresh pressure following weekend calls from AI industry leaders to slow development. Is this the start of a bigger breakdown, or simply a kneejerk reaction? Lance Roberts explains why investors should avoid making big portfolio moves based on the opening selloff. While Technology is under pressure, strength in Financials, Consumer Staples, Consumer Discretionary, and Energy could provide broader market support. With the S&P 500 near its 50-DMA and the Federal Reserve’s FOMC decision coming...
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9-11-26 Can the FIRE Movement Really Work?
The Real Investment Show Podcast
The Financial Independence, Retire Early movement promises something many people want: save aggressively, live below your means, build wealth, and gain the freedom to leave work early. But does the FIRE movement really work when retirement could last 40, 50, or even 60 years? Richard Rosso & Jonathan McCarty examine the different approaches to FIRE, including Fat FIRE, Lean FIRE, Barista FIRE, and Coast FIRE, and discuss where retirement calculations can go wrong. We also look at why stocks should not simply be treated as predictable compounding assets, the risks of quitting your job too...
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9-10-26 What Will Inflation Data Do for the Fed?
The Real Investment Show Podcast
With CPI and PPI inflation reports in focus, markets are looking for clues about the Fed’s next move on interest rates. Will cooler inflation give policymakers more room to cut rates, or could hotter data force the Fed to remain cautious? Lance Roberts & Michael Lebowitz examine what the latest inflation numbers could mean for Fed policy, interest rates, Treasury yields, and financial markets, as investors try to determine whether inflation is cooling enough to change the Fed’s outlook. 0:00 INTRO 0:49 - PPI, CPI Preview 2:11 - Oil As Factor in Inflation 4:36 - Markets Continue...
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9-10-26 Markets Test Key Support | Before the Bell
The Real Investment Show Podcast
Markets have fallen for three straight sessions and are now testing the S&P 500’s 50-day moving average, the first key target for this pullback. While momentum remains on a sell signal, markets are becoming oversold enough to support a potential bounce. This week’s PPI and CPI inflation reports could determine what happens next. Cooler inflation could spark a rally, while hotter-than-expected data could increase concerns about Federal Reserve policy and push stocks toward the 100-day moving average and the next major support levels. September weakness, bearish hedge fund positioning,...
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9-9-26 Q&A Wednesday: What Should Investors Do Now?
The Real Investment Show Podcast
Markets are entering a critical stretch as investors confront rising oil prices, renewed inflation concerns, higher Treasury yields, shifting expectations for Federal Reserve policy, and continued uncertainty over the direction of stocks. Lance Roberts & Danny Ratliff take your questions live and examine what the latest economic and market developments could mean for your money. 0:00 INTRO 1:01 - Market is hanging out - Going Nowhere Quickly 3:33 - Rise in Rate Hike Odds will Increase Pressure on the Fed? 7:05 - Too Loud? Too Old... 7:43 - Bessent: "I am the House" 9:19 - Dollar vs...
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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...
info_outlineIt'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 Hormuz/Iran & Headlines
4:24 - Economic Data Weakens - JOLTS report
5:11 - The Thing About Consolidations & Breakouts
7:54 - Interest rates about to trigger bond buy signal
10:00 - Coffee & Keeping Lance Around
10:51 - Market Behavior & Investment Sentiment
12:19 - Core CPI vs Fed Funds Rate: Is the Fed wrong or the bond market wrong?
15:47 - Using Stablecoin to purchase international stocks
18:05 - Options strategies on parabolic moves
19:00 - US Debt Clock composition & Gold Purchases
23:16 - Will Yield Curve Control be eventually implemented?
24:50 - Is this a good week to rebalance?
27:18 - Investing in broad-market ETF's via SEP IRA
31:27 - Preferred Bonds vs Corp Bonds, & 60/40 Allocations
34:15 - Why you need inflation (why we invest)
39:28 - Understanding what you're buying (bonds)
42:17 - Emerging Market equities concentrated in PVR, VALE?
42:45 - Off balance Sheet AI Debt
43:14 - US purchase of Yen - a form of yield curve control?
46:49 - Traditional Pension + SS = ratio for equities?
48:25 - Two Types of Debt
Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move"
https://realinvestmentadvice.com/resources/blog/bonds-in-your-portfolio-why-ditching-them-is-the-wrong-move/
"AI Bear Case: What Skeptics Get Right And Wrong"
https://realinvestmentadvice.com/resources/blog/ai-bear-case-what-skeptics-get-right-and-wrong/
"The Momentum Crash: Is It Over?"
https://realinvestmentadvice.com/resources/blog/the-momentum-crash-is-it-over/
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Watch today's "Before the Bell" premarket commentary, "New Highs, Now What?"
https://youtu.be/K0SaWvIeYkQ
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Watch our previous show, "The 60/40 Portfolio Is Not Dead"
https://youtube.com/live/9KGokK9tGuA
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Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
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* REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026:
https://streamyard.com/watch/tQ3PS8hd64mt
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