9-8-26 What Higher Bond Yields Mean for Your Portfolio
The Real Investment Show Podcast
Release Date: 09/08/2026
10-16-26 The Hidden Costs of Pet Ownership
The Real Investment Show Podcast
How much does owning a dog or cat really cost over its lifetime? From adoption fees and food to veterinary care, pet insurance, and estate planning, pet ownership comes with financial obligations that can significantly affect your household budget. Richard Rosso & Jonathan McCarty examine the true lifetime costs of pet ownership, including the differences between dogs and cats, unexpected healthcare expenses, dental care, travel arrangements, and ways to manage financial risks. Should pet expenses have their own line item in your financial plan? Is pet insurance worth the premiums? And...
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10-15-26 Inflation Runs Hot: What's Next for the Fed?
The Real Investment Show Podcast
Inflation remains stubbornly elevated, raising fresh questions about the Federal Reserve's next move on interest rates. Will the Fed hold rates higher for longer, or will slowing economic growth force policymakers to reconsider? Lance Roberts and Michael Lebowitz examine the latest inflation trends, the Fed's interest rate outlook, and what persistent price pressures could mean for the stock market, Treasury yields, and investors. Can the Federal Reserve bring inflation under control without undermining economic growth? We discuss the challenges facing monetary policymakers, the risks of...
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10-15-26 Hot Inflation, Stalled Markets | Before the Bell
The Real Investment Show Podcast
Hotter-than-expected CPI inflation data sent stocks lower Wednesday, erasing the S&P 500's recent breakout to all-time highs and pushing markets back into the trading range that has persisted since August. With the index now threatening to test its 100-day moving average, is a larger correction developing, or is this simply normal October market behavior? Lance Roberts examines why improving market breadth and a rotation from growth to value stocks may be helping stabilize markets despite weakness in Technology and semiconductor shares. The equal-weighted S&P 500 (RSP) is showing signs...
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10-14-26 Q&A Wednesday: Real Answers. Real Advisors.
The Real Investment Show Podcast
What do the latest economic developments, stock market trends, Federal Reserve policy, and geopolitical events mean for your investments and retirement plans? Join Lance Roberts and Danny Ratliff for Q&A Wednesday as we examine the past week's financial headlines, market volatility, interest rates, Treasury yields, and investment opportunities. 0:00 - INTRO 0:56 - CPI Day & Financials 3:23 - Rotation from Growth to Value 4:04 - Russell 2000 Breaks 200-DMA 7:07 - Allergies & Interest Rates and Real Estate 12:37 - Investment Capital Movement from Europe to US 13:05 - Bear...
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10-14-26 S&P 500 Masks Market Weakness | Before the Bell
The Real Investment Show Podcast
The S&P 500 continues to hold steady, but beneath the surface, market weakness persists as investors rotate from growth stocks into value. Technology and semiconductor stocks are facing selling pressure, while mega-cap names like Apple, Alphabet (Google), and Nvidia help support the market-cap-weighted S&P 500. Meanwhile, the Russell 2000, S&P SmallCap 600, and S&P MidCap 400 reveal a different picture. Small-cap and mid-cap stocks continue to struggle, with weak market breadth and widening performance gaps across sectors. In today's Before the Bell, Lance Roberts examines the...
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10-13-26 Is Gen Z Gambling Away Its Future? (Are Bonds a Safe Bet?)
The Real Investment Show Podcast
Is Gen Z gambling away its financial future? And with 10-year Treasury yields near 5%, are bonds finally offering investors a safer bet? Lance Roberts & Jon Penn examine two very different approaches to financial risk: the growing popularity of sports betting, online gambling, and speculative trading among younger Americans, and the potential investment opportunities emerging in the U.S. Treasury market. 0:00 - INTRO 1:12 - Bill King Recap* & Gen Z Gambling Preview 2:27 - Earnings Season Kicks off: Banks' Buying Opportunity? 4:35 - The Only Thing Holding Market Up is Technology...
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10-13-26 Are Bank Stocks Bottoming? | Before the Bell
The Real Investment Show Podcast
The S&P 500 remains near all-time highs, but Technology and Energy are doing most of the heavy lifting. Financials, Utilities, and Real Estate continue to lag, exposing weakness beneath the broader market. In today's Before the Bell, Lance Roberts examines the pressure on bank stocks, including JPMorgan Chase (JPM) and Goldman Sachs (GS), as oversold conditions, earnings reactions, and emerging technical buy signals suggest a potential turning point. With some financial stocks trading near three-standard-deviation oversold levels, could an early selloff give way to afternoon buying? Lance...
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10-12-26 Depopulation: What Happens When the Population Shrinks? The Bill King Interview
The Real Investment Show Podcast
What happens to the economy when population growth slows—or goes into reverse? Lance Roberts & Bill King explore the demographic forces reshaping the United States and the world, from falling birth rates and China’s One Child Policy to immigration, aging populations, Social Security, housing, inflation, and the future of work. We examine what depopulation really means for economic growth and retirement sustainability, why demographic shifts could alter housing demand and labor markets, and how immigration policy may become increasingly important as countries compete for workers and...
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10-9-26 How to Keep Your Estate Plan From Tearing Your Family Apart
The Real Investment Show Podcast
Estate planning is about more than deciding who gets what. Poor planning, unequal circumstances among children, prior financial assistance, caregiver responsibilities, and mismatched inherited assets can create family conflicts that last for years. Richard Rosso and Jonathan McCarty discuss how to have the important conversations before an estate plan is finalized, including treating siblings differently when their circumstances are different, caregiver contracts for children who live nearby, inheritance stipulations, beneficiary alignment, and why “equal” isn't always the same as...
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10-8-26 Is the Term Premium Misleading the Fed?
The Real Investment Show Podcast
Is the Federal Reserve relying on a metric that cannot be reliably measured? Dallas Fed President Lorie Logan recently discussed the role of the Treasury term premium in determining whether rising long-term interest rates are doing some of the Fed’s work for it. Lance Roberts & Michael Lebowitz examine what the term premium actually represents, why different models disagree, and whether policymakers risk putting too much emphasis on an uncertain estimate when setting interest rates. 0:00 - INTRO 0:50 - Earnings Season & Optimistic Guidance 2:10 - Bond...
info_outlineWhy 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 - Mid-Terms are up in the air
6:57 - Oil Prices & Inflation
8:06 - Volatility remains compressed
9:53 - Labor Day & Refrigerator Raids
10:30 - What do higher interest rates mean for economy, portfolios?
12:52 - What the Fed really controls
14:53 - There's Good Inflation & Bad Inflation
16:27 - Interest Rates, Debt, & Deficits
17:53 - The Math of Term Premiums
20:15 - When a Treasury Matures (is there any risk to not being bought?)
22:38 - Rates are Returning to Normal
24:17 - The Example
27:35 - The Discount Rate
28:59 - The Rate of Change in Interest Rates
30:34 - When Will interest Rates impact Equity Markets?
32:15 - Are Higher Rates the New Normal?
34:09 - It's Okay to Own the Long End of the Curve
37:54 - The Irony of Higher Interest Rates
38:53 - Debt, Deficits, & Demographics
40:18 - Crises Without a Clock are Useless
42:20 - The Thing About Upside-down Bonds (and loss aversion)
45:30 - Just because you take a loss...
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jon Penn, CFP
Produced by Brent Clanton, Executive Producer
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Watch Today's Full Video on our YouTube Channel: "When Doing Nothing Wins:"
https://youtu.be/XWj6ghN3obM
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Watch our previous show, "Is Inflation Data Getting It Wrong? - Oliver Rust Interview "
https://youtube.com/live/603EdhToXq8?feature=share
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Articles mentioned in this report:
"Yield Curve Tells Us More Than We Think"
https://realinvestmentadvice.com/resources/blog/earnings-mean-reversion-when-estimates-snap-back/
"Normal Interest Rates: What The Debt Panic Gets Wrong"
https://realinvestmentadvice.com/resources/blog/normal-interest-rates-what-the-debt-panic-gets-wrong/
"Druckenmiller Warning: The Bond Market Already Priced It"
https://realinvestmentadvice.com/resources/blog/druckenmiller-warning-the-bond-market-already-priced-it/
"Investing Myths Dismantled (Chapter 4 of 5)"
https://realinvestmentadvice.com/resources/blog/investing-myths-dismantled-chapter-4-of-5/
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