9-3-26 Is the Stock Market Expensive or Cheap?
The Real Investment Show Podcast
Release Date: 09/03/2026
9-16-26 Q&A Wednesday: What Will The Fed Do?
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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9-16-26 Markets Break the 50-DMA: What Happens Next? | Before the Bell
The Real Investment Show Podcast
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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9-15-26 10 Money Moves to Make Before Year End
The Real Investment Show Podcast
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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9-15-26 Is AI Spending Really Slowing? | Before the Bell
The Real Investment Show Podcast
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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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...
info_outlineIs 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 earnings forecasts, the extraordinary concentration of expected growth among a handful of large technology companies, the role of AI investment, and whether today’s valuations already price in too much optimism.
0:00 INTRO
1:04 - Jobs, JOLTS, & Economic Number Previews
5:01 - Markets are Stuck
11:04 - Vacation & Weekend Plans
12:23 - The Fed: What Will Warsh Do With Rates?
16:12 - The Truth About "Fed Buy Backs"
17:57 - Inflation Expectations are not Reason to Raise Rates
21:29 - No Guidance from the Fed?
23:48 - Valuations - What We Know vs What We Think We Know
28:48 - It all Comes Down to AI
32:12 - The Issue with PEG Ratios
36:12 - Dealing with Earnings Estimates Revisions
37:55 - How AI is Like the Railroads
39:34 -The Use of AI is Growing
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 "Before the Bell" report, "Market Stuck in Neutral,"
https://youtu.be/bTDPi28yJcg
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Articles mentioned in this report:
"Market Valuation: Expensive CAPE Or Cheap PEG?"
hhttps://realinvestmentadvice.com/resources/blog/market-valuation-expensive-cape-or-cheap-peg/
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