8-19-26 Q&A Wednesday: Are Rising Rates a Market Warning?
The Real Investment Show Podcast
Release Date: 08/19/2026
The Real Investment Show Podcast
It’s Fed Day, and markets are waiting for answers. It's also Q&A Wednesday, and Lance Roberts takes your questions from our YouTube Live Chat window. He'll break down the biggest economic, investing, and market developments of the past week, including the Federal Reserve’s September FOMC meeting, interest rates, inflation, rising Treasury yields, oil prices, AI spending concerns, and the recent pressure on stocks. 0:00 INTRO 0:55 - Fed Day: Will They or Won't They? 3:11 - Market Breaks Below 50-DMA 4:12 - Reflexive Rally not surprising, post-Fed 4:30 - Oil Prices Putting Pressure...
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Markets broke below the 50-DMA and their recent consolidation range, but does that signal a deeper correction or set the stage for a reflexive rally? With stocks becoming increasingly oversold, today's FOMC meeting could provide the catalyst for the market's next move. Meanwhile, oil remains an important wildcard. High energy and diesel prices can weigh on consumers, transportation, inflation, and economic growth, while a reversal in oil could ease inflation pressure, give the Fed more breathing room, and potentially provide relief for bond yields. Lance Roberts examines the market's technical...
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The end of the year will be here before you know it. What financial moves should you make now instead of waiting until December? Lance Roberts and Jon Penn look at 10 important year-end financial planning decisions to consider before December 31, including tax planning, Roth conversions, required minimum distributions (RMDs), qualified charitable distributions (QCDs), retirement plan contributions, and charitable giving. 0:00 INTRO 1:02 - The Challenge in the Markets 2:22 - Will Warsh Hike Rates...or not? 3:19 - Markets Struggle through Narrow Trading Range 4:31 - If the Markets Stay...
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AI slowdown fears pressured stocks Monday, but the market held support at the 50-DMA as investors began looking past the headlines. Despite calls to slow AI development, data center spending remains strong, infrastructure backlogs stretch for years, and earnings expectations continue to rise. Meanwhile, the broader market remains stuck in a narrow trading range as money rotates between sectors rather than leaving stocks altogether. With some Technology names becoming increasingly oversold, negative sentiment could also be creating opportunities. We look at the key 50-DMA and 100-DMA support...
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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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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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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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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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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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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...
info_outlineMore investors are turning to TikTok, YouTube, and other social-media platforms for financial advice. But how do you separate useful financial education from bad advice, speculation, and outright scams?
Lance Roberts and Jonathan Penn discuss how to evaluate financial advice online, the warning signs investors should watch for, and why popularity, followers, and flashy lifestyles aren't substitutes for expertise. Social media can help people become better investors—but only if they know whom to trust.
0:00 INTRO
0:57 - FOMC Meeting Minutes Preview & Weaker Economic Data
3:26 - Will Earnings Tailwinds Fade in 2207?
5:12 - Market Deviations Continue - Downside Risk Remains
10:15 - Bond Yields & Abnormal Interest Rates (article coming)
16:45 - Why the National Debt is not a Factor in Interest Rates
19:42 - Momentum ETF's & Roth IRA's
27:47 - Shorting Strategies post-IPO?
30:10 - First Houses & Starter Homes
33:27 - Things Aren't That Bad...
37:37 - Buying Bonds and paying accrued interest
38:18 - Putting Money in 401-k
38:40 - Buying Energy Stocks Now?
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's "Before the Bell" premarket commentary, "September Rally Test Ahead"
https://youtu.be/j6w6g_kXQrU?si=zGfqusgrjAIu1jdN
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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/9qhjXZbxkxs
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Articles mentioned in this report:
"SpaceX IPO: Should I Buy It, Or Wait?"
https://realinvestmentadvice.com/resources/blog/spacex-ipo-should-i-buy-it-or-wait/
"Leveraged ETFs: Math Often Trumps Hype"
https://realinvestmentadvice.com/resources/blog/leveraged-etfs-math-often-trumps-hype/
"Think Like An Investor, Not A Speculator (Chapter 1 of 5)"
https://realinvestmentadvice.com/resources/blog/think-like-an-investor-chapter-1-of-5/
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Watch our previous show, "Can You Trust Financial Advice on Social Media?
https://youtube.com/live/v6Wy7iLl-gQ
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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 Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026:
https://streamyard.com/watch/Qjx33M2tS4i4
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