The Real Investment Show Podcast

It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.

Is the Fed Too Late to the Game? 01/20/2022

Is it Time to Short the Vaccine Makers? 01/20/2022

Is Oil Going to $105/bbl? 01/19/2022

Earnings season kicks off in the face of 4 major rate hikes 01/18/2022

Sell Signals Becoming More Over-sold--Yet Markets Remain Under Pressure 01/18/2022

The MLK Day Show 01/17/2022

The MLK Day Show It's Martin Luther King Day, Markets are closed, and we're taking a break in the studio today. Here's a compilation show of segments from last weeks' programs we hope you will enjoy reviewing, including a discussion of why we need another holiday, the folly of Jerome Powell's monetary policy, and a discussion with Michael Lebowitz on comments from Jeremy Siegel about too much money, real assets, and stocks. Fun times. We'll see you Tuesday morning, live at 6:06am CST! SEG-1: Holidays & Jerome Powell SEG-2: Coffee Preferences; 2022 is not going to be '21 SEG-3: Jeremy Siegel: Too Much Money? SEG-4: Jeremy Siegel: Real Assets vs Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: Use the Rally to Rebalance--but to where?"https://www.youtube.com/watch?v=7mnjBFAUTV0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1" https://www.youtube.com/watch?v=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Does One-Size Really Fit-All? Parts-1 & 2?" is here: https://www.youtube.com/watch?v=9rRGGyQS73A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1799s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing /episode/index/show/lancerobertsshow/id/21785606

Holding Cash like an Emotional Snuggie 01/14/2022

The Fed's No-win Fight on Inflation 01/13/2022

Use the rally to rebalance - but to where? 01/13/2022

Use the rally to rebalance - but to where? (1/13/22) What's hot & what's not? Stocks are still on a rally above the 50- and 20-DMA, still on a sell-signal, but money flows are turning positive--suggesting that markets could rally above all new highs. We're using this rally to rebalance portfolio risk--but rebalance to where? Bonds have also gotten extremely oversold, pushing 3-standard deviations below the 50-DMA. Bond prices are starting to recover, with yields coming down, plenty of room for Bonds to rally over the next few days. Not that there's a clearer upside from stocks, but just a better short term opportunity in Bonds, where money flows are starting to turn positive. Energy Stocks are far out-pacing the S&P so far this year. Oil prices are pushing back up into over-bought levels, triggering a bullish buy signal. Prices could get a retracement back into the $75 range. Despite hotter-running inflation, gold continues to languish. Gold is underperforming the rise in inflation. But when fear starts to rise on the stock side of the ledge, Gold will have more appeal. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #MarketRally #Bonds #PortfolioRebalancing #SmallCaps #MidCaps #Liquidity #EconomicGrowth #InterestRates #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/21764624

Does One-Size Really Fit-all? 01/12/2022

Does One-Size Really Fit-all? Jerome Powell now thinks it's time to raise rates and clear the Fed's balance sheets, seeming to ignore the past effects of $5-Trillion in artificial liquidity pumpedinto the economy. A discussion on craft-label coffees; the likely impact on markets of the Feds crusade to raise rates and trim liquidity; how companies are likely to fare in a pst-pandemic world; One-size-does-not Fit-All. SEG-1: Jerome Powell says time to raise rates and increase Fed Taper SEG-2 Death Wish, Black Rifle Coffee, Starbucks; SEG-2.1: The Fed's Aggressive Rate Hike Campaign - and impact on Markets SEG-3: Post-Pandemic Spending & Prudent Assett Allocation SEG-4: Vangard's Target Date Funds for Younger Investors; Self Directed IRA's; Gold in IRA? No! Hosted by RIA Advisors Chief Investment Strategist Lance Roberts w RIA Advisors Senior Advisor, Danny Ratliff, CFP -------- Our Latest "Three Minutes on Markets & Money: Aggressive-Sounding Fed Rate Policy Juices Markets" https://www.youtube.com/watch?v=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "How High Will Markets Bounce...or flounce?" is here: https://www.youtube.com/watch?v=-hs1WASwNCA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2568s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing /episode/index/show/lancerobertsshow/id/21753242

Aggressive-Sounding Fed Rate Policy Juices Markets 01/12/2022

How High Will Markets Bounce...or flounce? 01/11/2022

Are Tech Stocks Ready to Rally after their Recent Beating? 01/11/2022

Are Tech Stocks Ready to Rally after their Recent Beating? (1/11/22) Tech Stocks were under the gun in Monday morning's action, but by midday, the sector experienced a turnaround, breaking through three standard deviation levels from the 50-DMA. This is a short-term bullish set-up for the Nasdaq. Bollinger Bands have compressed a good bit. A rally here should start to spread those bands. Concerns over interest rates, inflation, and Fed liquidity should suggest a bit more choppiness in the index. This would be a good time to pick through the rubble for stocks that have had their valuations reduced because of recent selling. The not-so-good-news is that the 20DMA has crossed below the 50-DMA from a technical basis, so there will be some challenges for the Nasdaq: overhead resistance from moving averages, and money flow sell signals would indicate selling pressure remaining on this index. Now is the time to look through the Nasdaq for some potentially longer-term opportunities following their big declines over the past several months. Downside risk does remain if the Fed maintains its aggressive stance. Use this bounce to cleanup higher- risk, high-beta names, and lower your overall risk tolerance until such time markets show greater clarity in where they're going. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=jn6FAhBi1Vo&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #MarketRally #Bonds #PortfolioRebalancing #SmallCaps #MidCaps #Liquidity #EconomicGrowth #InterestRates #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/21741038

Inflation is The Big Game Changer for 2022 01/10/2022

Inflation is The Big Game Changer for 2022 How to keep proper perspective as liquidity begins to drain, and dealing with obscenely lofty earnings expectations for 2022. The FaceBook name change does not change its stripes--or fundamentals; How ETF's rehash liquidity; What will next crisis catalyst be? Why Tesla market cap + all other automakers markets caps cannot be the same. SEG-1: Keeping Proper Perspective as Liquidity Unravels SEG-2: Inflation Is the Big Game Changer for 2022 SEG-3: The Impact of Passive Investing; Will Next Catalyst be Credit Related? SEG-4: Things that Change the World - Bitcoin, Beyond Meat, Tesla Hosted by RIA Advisors Chief Investment Strategist Lance Roberts -------- Watch today's full video of this show here: youtube.com/watch?v=dKmF_Ut0hS4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2556s -------- Our Latest "Three Minutes on Markets & Money: Markets Are Under Pressure--Can We Hold December's Lows? https://www.youtube.com/watch?v=SMShgBu8iQk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "Why Does the Fed Always Raise Rates at the Wrong Time?" is here: https://www.youtube.com/watch?v=S3_05oO7xhg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2585s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing /episode/index/show/lancerobertsshow/id/21728900

Markets Are Under Pressure--Can We Hold December's Lows? 01/10/2022

Markets Are Under Pressure--Can We Hold December's Lows? (1/6/22) Markets are pointing lower with the S&P looking to break the 50-DMA; the big question today is whether the selling is almost over. There remains a money flow sell signal, and markets are not entirely over-sold just yet. There is more downside risk to the market, and a retest of the lower range of standard deviations is certainly within the context of a pullback. Nothing major has occurred, other than going through a correctional process. Can we hold December's lows? If not, markets could slip to previously set lows in October. Markets are under pressure as they work off the overbought conditions coming out of the Santa Claus Rally. Small Caps continue to remain under pressure, and haven't had as much of a correction as the S&P. Mid-Caps are looking much the same as small caps--breaking some moving averages, and trying to test lower levels. Will the Generals and the S&P give up their gains which has been supporting much of the destruction in the lower-tiers of the markets. Cryptocurrency has become its own level of speculation in the market, demonstrating how much speculative appetite still exists. Bitcoin and Ethereum have both sold off from their previous highs. If there's going to be a speculative change in the market, I would expect to see it begin with a recovery in the cryptocurrency space. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=SMShgBu8iQk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #MarketRally #Bonds #PortfolioRebalancing #SmallCaps #MidCaps #Liquidity #EconomicGrowth #InterestRates #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/21728246

Five of the Best Money Ideas for 2022 01/07/2022

What Happens when the Fed Takes Away the Punchbowl? 01/06/2022

What Happens when the Fed Takes Away the Punchbowl? The Markets' Wednesday reaction to Fed Minutes on Raising Rates was the worst on record--but was it justified? Will the Fed's panic attack result in another colossal policy blunder? A long term look at Automobile sector and chip fiascos. Is the Fed's "normalization" the right approach? SEG-1: Market Reaction to Fed: Worst Response on Record? SEG-2: Will the Fed Panic into Another Policy Mistake? SEG-3: How Does the Fed Clear Its Balance Sheet? SEG-4: The disparity between The Fed in December and Now. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Watch today's full video of this show here: youtube.com/watch?v=dKmF_Ut0hS4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2556s -------- Our Latest "Three Minutes on Markets & Money: Was Wednesday's Market Sell-off All That Bad?" is here: https://www.youtube.com/watch?v=jn6FAhBi1Vo&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Why Does the Fed Always Raise Rates at the Wrong Time?" is here: https://www.youtube.com/watch?v=S3_05oO7xhg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2585s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing /episode/index/show/lancerobertsshow/id/21694169

Was Wednesday's Market Sell-off All That Bad? 01/06/2022

Why Does the Fed Always Raise Rates at the Wrong Time? 01/05/2022

Markets Return to a Familiar Pattern 01/05/2022

Investor Resolutions for 2022 01/04/2022

Investor Resolutions for 2022 Market commentary on the first 5-days of January, and why 4Q prints should be great; the Fed's challenge is how to raise raises 4x this year. Investor resolutions and secrets of the Gymnasium biz; good resolutions require sacrifice; markets' high flyers take a tumble; hard to take Wall St. seriously amid portfolio re-jiggering. SEG-1: Market Performance for 1st 5-Days of January SEG-2: Gymnasium Business & Investor Resolutions SEG-3: Investor Resolutions are a Function of Habit SEG-4: It's hard to Take markets Seriously While still Repositioning Hosted by RIA Advisors Chief Investment Strategist Lance Roberts -------- Watch today's full video of this show here: https://www.youtube.com/watch?v=mKwQjUoR7TA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2563s -------- Our Latest "Three Minutes on Markets & Money: What Are Bonds Doing While Stocks Rally to all-time highs?" is here: https://www.youtube.com/watch?v=gkbdouXqGvk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "2022 Preview Episode" is here: https://www.youtube.com/watch?v=fPKNnth9pkw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2317s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #2022Market #MarketVolatility #BullishTrend #Birth_Death_JobCreation #SmallBusinessDrivers #Markets #money #investing /episode/index/show/lancerobertsshow/id/21671720