The Real Investment Show Podcast

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

7-26-24 Should You Tap Your Home Equity for Retirement Income? 07/26/2024

7-26-24 Should You Tap Your Home Equity for Retirement Income? Rich & Danny recap Danny's recent accident; Rich's market summary includes a preview of today's PCE release. Markets are awaiting confirmation of a trend. Dealing with the election fallout on your money; markets have already priced-in everything you know. PCE will move markets today; there is still $500-billion in unspent government funds from the Inflation Reduction Act. Dealing with data breaches. Retirees' biggest worry is about income: What is the biggest source of income for most Americans? Their house & home equity...and SS, a forced pension. Benefits of a HELOC--get one early, and don't touch it. The best use of "buffer assets." Thinking of HELOC's and reverse mortgages as "unfreezing" liquidity in the frozen asset of your home. Retiremnent is about depleting assets; you're no longer in savings mode. Strategies for placing a HELOC, and coordinating with other retirement strategies. Commentary on Dave Ramey's Financial Peace University--it's not just for poor folk. SEG-1: Market Summary: Waiting for Confirmation of a Trend SEG-2: Election Fall-ou for Your Money; PCE Preview SEG-3: Reverse Mortgage LOC: Get It but Don't Touch It SEG-4: Retirement IS About Depleting Assets Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=rOut1Zp-y0s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Interest Rates Are Too High – Blame The Mythical R Star" https://realinvestmentadvice.com/interest-rates-are-too-high-blame-the-mythical-r-star/ "Irrational Exuberance Then And Now" https://realinvestmentadvice.com/irrational-exuberance-then-and-now/ "The Bull Market – Could It Just Be Getting Started?" https://realinvestmentadvice.com/the-bull-market-could-it-just-be-getting-started/ "Can Mega-Capitalization Stocks Continue Their Dominance?" https://realinvestmentadvice.com/can-mega-capitalization-stocks-continue-their-dominance/ "Russell Explodes Higher As Rotation Takes Hold" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will the Correction Reach 5%?" is here: https://www.youtube.com/watch?v=9jhduZnaAuo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How Your Confidence Can Boost or Break the Economy" https://www.youtube.com/watch?v=rpMR4QMJitc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #HomeEquity #ReverseMortgage #BufferAssets #PCE #FederalReserve #InterestRates #2024Election #FinancialSituation #MarketImpact #Economy #ConsumerSpending #ConsumerSentiment #InvestorSentiment #PortfolioPerformance, #EconomicBehavior #FinancialMarkets #SpendingHabits #MarketDecline #Financial Health #EconomicSentiment #FinancialDecisions #InvestmentConfidence #ConsumerConfidence #MarketSentiment #EconomicImpact #SpendingPatterns #FinancialImpact #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32304532

7-25-24 How Your Confidence Can Boost or Break the Economy 07/25/2024

7-25-24 How Your Confidence Can Boost or Break the Economy The S&P Global Services Index is "great," in contradiction to other eocnomic metrics; the first estimate of Q2 GDP is released today (up 2.8%); this will be revised. Important to note the behavior of GDP prior to past recessions, which are always back-dated. 350-days without a 2% correction, until Wednesday. Bill Dudley is calling for lower interest rates now; Lance Roberts & Michael Lebowitz explain the crucial link between consumer confidence and economic performance. Learn how sentiment drives markets and impacts your personal finances: The relationship between financial confidence and spending habits; the effects of market decline on consumer behavior; how sentiment influences economic performance; the role of confidence in personal financial decisions; why sentiment is a key factor in market dynamics. High School photos, Peter Frampton, and mullets; market commentary on watermarking portfolios; to Michael, the market feels like it's "blowing up:" someone is being forced to liquidate positions. SEG-1: 350-days Without Correction...until SEG-2: Confidence is Key for a Thriving Economy SEG-3: Markets Can Stay Irrational Longer Than You Can Stay Solvent SEG-4: The Error in Watermarking Portfolios Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=rpMR4QMJitc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Interest Rates Are Too High – Blame The Mythical R Star" https://realinvestmentadvice.com/interest-rates-are-too-high-blame-the-mythical-r-star/ "Irrational Exuberance Then And Now" https://realinvestmentadvice.com/irrational-exuberance-then-and-now/ "The Bull Market – Could It Just Be Getting Started?" https://realinvestmentadvice.com/the-bull-market-could-it-just-be-getting-started/ "Can Mega-Capitalization Stocks Continue Their Dominance?" https://realinvestmentadvice.com/can-mega-capitalization-stocks-continue-their-dominance/ "Russell Explodes Higher As Rotation Takes Hold" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Will the Correction Reach 5%?" is here: https://www.youtube.com/watch?v=9jhduZnaAuo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Invest - or not - in a Presidential Election" https://www.youtube.com/watch?v=kLclO1Y9stI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Confidence #FinancialSituation #MarketImpact #Economy #ConsumerSpending #ConsumerSentiment #InvestorSentiment #PortfolioPerformance, #EconomicBehavior #FinancialMarkets #SpendingHabits #MarketDecline #Financial Health #EconomicSentiment #FinancialDecisions #InvestmentConfidence #ConsumerConfidence #MarketSentiment #EconomicImpact #SpendingPatterns #FinancialImpact #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32292672

7-25-24 Will the Correction Reach 5%? 07/25/2024

7-24-24 How to Invest - or not - in a Presidential Election 07/24/2024

7-24-24 How to Invest - or not - in a Presidential Election Lance Roberts provides a preview of Q2 GDP results, Temp hiring is tapering, and rising credit card delinquencies (because of unemployment) suggesting economic stress. A three year experiment in Universal Basic Income is an epic failure. Google earnings beat estimates, but YouTube's $1B revenue disappoints(!); Tesla puls back 7% on earnings results. Correction is near, but not today. Danny's accident and Life Challenges as investing lessons: Life is cyclical; theimportance of optimism & risk management. Investing in an election cycle: Trump policies & record vs unknowns about Kamala. Markets will quickly adapt to election outcomes and money will flow into apparent areas of beneficial trades. What happens in House and Senate is also key: Markets love gridlock. Tariff talk. Why you don't want to be in Small- and Mid-caps in Recession. Transitioning from saving to spending in retirement: What's your plan? What are your goals? Planning for the eventuality of higher taxes. Having a strategy for spending your retirement nest egg. SEG-1: Universal Basic Income Fail & Markets Flirt w Support SEG-2: How to Invest During Election Cycles SEG-3A: Why You Don't Want to Be in Small- or Mid-caps During Recession SEG-3B: Transitioning from Accumulation to Spending in Retirement SEG-4: Having a Plan for Spending Your Retirement Nest Egg Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=kLclO1Y9stI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Bull Market – Could It Just Be Getting Started?" https://realinvestmentadvice.com/the-bull-market-could-it-just-be-getting-started/ "Can Mega-Capitalization Stocks Continue Their Dominance?" https://realinvestmentadvice.com/can-mega-capitalization-stocks-continue-their-dominance/ "Russell Explodes Higher As Rotation Takes Hold" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "7-24-24 Markets Are Flirting with Support" is here: https://www.youtube.com/watch?v=Pi6OS2UxDu4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is the Bull market Just Getting Started?" https://www.youtube.com/watch?v=9eQG_R6DJWQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #DonaldTrump #KamalaHarris #2024Election #ElectionCycle #UniversalBasicIncome #Google #Tesla #Q2GDP #Unemployment #CreditCardDelinquencies #SmallCap #MidCap #Recession #Retirement #RetirementNestEgg #RetirementPlanning #RetirementSpending #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32276412

7-24-24 Markets Are Flirting with Support 07/24/2024

7-23-24 Is the Bull market Just Getting Started? 07/23/2024

7-23-24 Is the Bull market Just Getting Started? Measures of inflation are beginning to come down: Shelter costs are expected to decline over the next six-months; jobless claims and consumer delinquencies are on the rise. Markets rally after a three-day correction, retesting the 20-DMA, and back up again, thanks to mega-caps. The current Sell-signal may limit upside. Is the bull market just getting started? Lance explains w charts & graphs. Understanding the importance of safety when investing in corporate bonds. Choose wisely to avoid defaults. The types of corporate bonds considered to be "money good;" the importance of a company's cash balance for interest payment; portfolio disclosure on owning corporate bonds. What's the criteria for avoiding "zombie" companies. The need for a catalytic event to impact bond investments. Lance and Jonathan examine the relationship between inflation, interest rates, and bond prices: The effect of decreasing inflation on loan demand; how slower economic activity impacts interest rates; the correlation between inflation and interest rates; explanation of longer duration bonds; the inverse relationship between bond yields and prices SEG-1: Inflation Measures Coming Down; Markets Correct SEG-2: Is the Bull Market Just Getting Started? SEG-3: How to Invest in High Safety Corporate Bonds SEG-4: How Inflation Impacts Demand for Loans and Interest Rates Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=9eQG_R6DJWQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "The Bull Market – Could It Just Be Getting Started?" https://realinvestmentadvice.com/the-bull-market-could-it-just-be-getting-started/ "Can Mega-Capitalization Stocks Continue Their Dominance?" https://realinvestmentadvice.com/can-mega-capitalization-stocks-continue-their-dominance/ "Russell Explodes Higher As Rotation Takes Hold" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Successfully Retest the 20-DMA" is here: https://www.youtube.com/watch?v=XdPxfq2puVs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Analyzing the Potential Impact of a Kamala Harris Presidency " https://www.youtube.com/watch?v=GD5zUs1trJk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2619s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CorporateBonds #Investment #HighSafety #CatalyticEvent #Portfolio #MoneyGoodCompanies #CashBalanceSheet #InterestPayments #BondOwnership #ZombieCompanies #FinancialStrategy #CorporateBondSelection #RiskManagement #BondMarketInsights #InvestorConsiderations #Disclosure #CorporateFinance #FinancialHealth #InterestCoverage #BondSelectionCriteria #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32261572

7-23-24 Markets Successfully Retest the 20-DMA 07/23/2024

7-22-24 Analyzing the Potential Impact of a Kamala Harris Presidency 07/22/2024

7-22-24 Analyzing the Potential Impact of a Kamala Harris Presidency Lance discusses the markets' potential reaction to Biden's exit from Presidential race, and whether markets' rotation out of mega-cap stocks is sustainable; a rewind to February market conditions compared to now: A correction is expected before the election. Commentary on keeping market corrections into context; the mega-cap rotation and fewer medium- and small-cap companies from which to choose: 40% of these are unprofitable companies. As companies complete their quarterly reports, buy back will again be enabled, and that activity will add to market volume. Lance explores the potential impact of a Kamala Harris presidency. What sectors could benefit from her leadership and policies? An overview of Harris’s potential presidency and expected policy focus areas; implications for clean energy, Student loan forgiveness initiatives, and the broader Democratic policy continuations Regional Banks are reporting this week, encumbered by collateral and commercial real estate. Company stock buy back will resume following quarterly reports. Market expectations are for three rate cuts this year; the Fed now hints at only two. Lance discusses the importance of Credit Spreads as early indicators for credit market health. VIX Behavior. SEG-1: Markets' Response to Biden Withdrawal SEG-2: Putting Market Corrections into Context SEG-3: Market Impact of Buy Back Resumption; SEG-4: Earnings Preview; Credit Spreads as Risk Barometer Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=GD5zUs1trJk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2619s ------- Articles mentioned in this report: "Can Mega-Capitalization Stocks Continue Their Dominance?" https://realinvestmentadvice.com/can-mega-capitalization-stocks-continue-their-dominance/ "Russell Explodes Higher As Rotation Takes Hold" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Position for Correction" is here: https://www.youtube.com/watch?v=PZC2yyhOkxw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Has the Economy Put Your Retirement Plans on Hold?" https://www.youtube.com/watch?v=48O-tkQ685Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2145s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #KamalaHarris #Presidency #2024Election #CleanEnergy #StudentLoanForgiveness #SocialisticPolicies, #Democrats #MarketFutures #MarketSectors #PublicPolicies #BidenAdministration #Politicalanalysis #Government #Economy #SocialIssues #RenewableEnergy #EducationReform #PoliticalFuture #AdministrationFocus #DemocraticParty #PolicyImpact #PoliticalLeadership #USpolitics #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32244507

7-22-24 Markets Position for Correction 07/22/2024

7-19-24 Has the Economy Put Your Retirement Plans on Hold? 07/19/2024

7-19-24 Has the Economy Put Your Retirement Plans on Hold? Richard Rosso opines on Houston driver, CrowdStrike IT fail, and why he's changed his tune in thinking now might be a good time for the Fed to slip in a rate cut. Does the Fed have performance anxiety? Take care in benchmarking risk; market pullbacks are like a "Thanksgiving Oven," keeping things warm to use later. Study shows Gen-X'ers more likely to delay retirement because of economic anxiety. The importance of self-value in post-retirement; the retirement clock. YouTube query: How do we look at inflation and budget as planners? Managing inflation by by adjusting the inputs: "When life gets in the way, your financial plan needs to be able to pick up the pieces." Dealing with less relilance on companies, more upon our own self-reliances (thanks, Emerson!) Studying inflation as "permatory" vs transitory, and how to best calculate your withdrawal rate. When volatility can be your friend; the importance of guaranteed income in retirement...and planning. The importance of having reserves. Why is Congress making it easier to tap retirement funds (leakage)? SEG-1: Market Preview & CrowdStrike IT Fail SEG-2: Economic Anxiety & Gen-X Retirement Plans SEG-3: How We Look at Inflation as Financial Players SEG-4: The Importance of Guaranteed Income and Financial Planning Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=48O-tkQ685Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2145s ------- Articles mentioned in this report: "Irrational Exuberance Then And Now" https://realinvestmentadvice.com/irrational-exuberance-then-and-now/ "Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?" https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/ "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Astronomical Rotation from Large to Small Cap" is here: https://www.youtube.com/watch?v=5yFSeF0LxIk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Irrational Exuberance Then & Now" https://www.youtube.com/watch?v=MUbIu4YZlO0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #RetirementDelay #EconomicConcerns #EconomicWeakness #EconomicAnxiety #CrowdStrikeOutage #SelfReliance #Emerson #FederalReserve #CenterpointEnergy #TransitoryInflation #PermatoryInflation #InvestmentAdvice #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32216687

7-18-24 Irrational Exuberance Then & Now 07/18/2024

7-18-24 Irrational Exuberance Then & Now ey, kids--what day is it? Lance reorients himself and shares foreigners' perspectives of the U.S. Advice: Avoid the negativity and don't feed the fear. Looking at astronomical rotation from Large- to Small-cap stocks over the past five days: Russell 2000 is elevated by 4.4 standard deviations from its moving average. Markets needed a healthty rotation, and this is actually bullish in creating more breadth in markets. Bad Coffee & YouTube audio; What are the odds for a Fed rate cut in September? Michael Lebowitz joins the conversation: Is inflation "back in the range?" Markets are giving the Fed a green light to cut rates. Are we back to a pre-Covid economy with 5% rates? It's important to separate our personal views from what the markets pay attention to (Government numbers). Is sentiment shifting? Markets are very reflexive. Is the Small-cap chase sustainable? Markets are not responding to Trump/Vance: it's about excess liquidity looking for someplace to go. Michael review's Alan Greenspan's "Irrational Exuberance" thesis then vs now. The internet DID change the world and affected economic growth. What will AI outcomes be? Lance intones the importance of credit spreads as leading indicators; their pick up is worth paying attention to. SEG-1: Others' Perspectives of the US, Markets' Perspective of Astronomical Rotation? SEG-2: Are We Back to a Pre-COVID Economy? SEG-3: Is the Small-cap Chase Sustainable? SEG-4: Are Markets Re-experiencing Irrational Exuberance? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=MUbIu4YZlO0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mentioned in this report: "Irrational Exuberance Then And Now" https://realinvestmentadvice.com/irrational-exuberance-then-and-now/ "Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?" https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/ "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Astronomical Rotation from Large to Small Cap" is here: https://www.youtube.com/watch?v=5yFSeF0LxIk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Avoiding the Sexy Stock Plays" https://www.youtube.com/watch?v=BBh7AGlIQsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AlanGreenspan #IrrationaExuberance #MarketRotation #AI #CreditSpreads #PortfolioBalance #SexyStocks #MagnificentSeven #2024Election #MonetaryPolicy #JeromePowell #JamieDimon #RateCuts #Bonds #TenYearTreasury #FedFundsRate #TreasuryYields #FallingYields #HighCorrelation #RateCuttingEnvironment #FederalReserve #EconomicPolicy #MarketTiming #InvestingStrategies #PortfolioManagement #BuyingTheDip #StockMarket #InvestmentTiming #CashManagement #MarketMoves #StrategicInvesting #FinancialTips #InvestmentDecisions #StockPortfolio #FinancialMarkets #MaximizingCash #Buying shares #BetterPrice #Market#Entry #MarketExit #InvestmentAdvice #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32202307

7-18-24 Astronomical Rotation from Large to Small Cap 07/18/2024

7-17-24 Avoiding the Sexy Stock Plays 07/17/2024

7-17-24 Avoiding the Sexy Stock Plays ay-3 of the RNC convention: Markets are already beginning to shift in anticipation of a presumed presidency and policies, with an eye on taxation and monetary policy. Donald Trump has said he will allow Jerome Powell to finish his term as Fed Chair, with Jamnie Dimon as Treasury Secretary. Meanwhile, we're watching major moves in the Russell 2000 with rotational trades in anticipation of election outcome. Will there be an October Surprise? Market Futures are sharply down ahead of this morning's open. Lance's Air BNB, mew house, and Hurricane aftermath. Avoiding the sexy trades, the Mag-7 effect, and concentrated portfolio risks. What does the Buffett Indicator tell us (a horrible, short-term indicator)? The value in maintaining balance with "boring" stocks. Cathie Woods' tweet on tax losses as assets; Retail Sales analysis & raw NSA numbers are weaker than expressed; watch for downward revisions. 40% of Russell 2000 are unprofitable companies, heavily indebted, and unable to generate stock buy backs. What to do when a company stock falls out of favor: avoiding psychological traps. Remembering dividend performance; how to tell if a company is strong. SEG-1: Markets Prepare for Presumed Presidency SEG-2: Effects of Mega-Caps & Avoiding sexy trades SEG-3A: Cathie Woods' Tax Losses & Assets SEG-3B: Retail Sales & RAW NSA Numbers SEG-4: What to Do When Stocks Fall Out of Favor Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=BBh7AGlIQsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=9s ------- Articles mentioned in this report: "Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?" https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/ "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Rotation Continues " is here: https://www.youtube.com/watch?v=6m1gmdLmwuU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Relationship Between Fed Rate Cuts and Treasury Yields Explained" https://www.youtube.com/watch?v=bnFVM2_njAE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PortfolioBalance #SexyStocks #MagnificentSeven #2024Election #MonetaryPolicy #JeromePowell #JamieDimon #RateCuts #Bonds #TenYearTreasury #FedFundsRate #TreasuryYields #FallingYields #HighCorrelation #RateCuttingEnvironment #FederalReserve #EconomicPolicy #MarketTiming #InvestingStrategies #PortfolioManagement #BuyingTheDip #StockMarket #InvestmentTiming #CashManagement #MarketMoves #StrategicInvesting #FinancialTips #InvestmentDecisions #StockPortfolio #FinancialMarkets #MaximizingCash #Buying shares #BetterPrice #Market#Entry #MarketExit #InvestmentAdvice #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32181347

7-17-24 The Rotation Continues 07/17/2024

7-16-24 Relationship Between Fed Rate Cuts and Treasury Yields Explained 07/16/2024

7-16-24 Relationship Between Fed Rate Cuts and Treasury Yields Explained Lance Roberts begins with an earnings and economic reports preview; there is now a 90% chance of the Fed cutting rates sooner than later, and odds-makers now expecte three rate cuts. Small- and Mid-cap stocks are now three standard deviations above their averages; might be time to take profits. Lance explains the correlation between Fed funds rate adjustments and bond performance, the relationship between Fed rate cuts and bond performance; analysis of the ten-year treasury versus the Fed funds rate; high correlation between Fed fund cuts and falling ten-year treasury yields; expected trends when the Fed starts cutting rates; implications for investors during a rate cutting environment. More economic previews; Lance and Jon discuss advisor fees and what you're getting (no not). SEG-1: Earnings & Retail Sales Preview: Time to Take Profits? SEG-2: Chances for a Rate Cut? SEG-3: Invesetor Mistakes: There Are No Permanent Assets SEG-4: The Question of Fees & What You're Getting - or not Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=bnFVM2_njAE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mentioned in this report: "Fed Rate Cuts – A Signal To Sell Stocks And Buy Bonds?" https://realinvestmentadvice.com/fed-rate-cuts-a-signal-to-sell-stocks-and-buy-bonds/ "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Time to Take Profits?" is here: https://www.youtube.com/watch?v=6sM-c7jumqs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://www.youtube.com/watch?v=WYe_X26mids&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RateCuts #Bonds #TenYearTreasury #FedFundsRate #TreasuryYields #FallingYields #HighCorrelation #RateCuttingEnvironment #FederalReserve #EconomicPolicy #MarketTiming #InvestingStrategies #PortfolioManagement #BuyingTheDip #StockMarket #InvestmentTiming #CashManagement #MarketMoves #StrategicInvesting #FinancialTips #InvestmentDecisions #StockPortfolio #FinancialMarkets #MaximizingCash #Buying shares #BetterPrice #Market#Entry #MarketExit #InvestmentAdvice #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32163312

7-16-24 Time to Take Profits? 07/16/2024

7-15-24 The “Broken Clock” Fallacy & The Art Of Contrarianism 07/15/2024

7-15-24 The “Broken Clock” Fallacy & The Art Of Contrarianism That was the week that was: Hurricane Beryl, celebrity deaths, Trump assassination attempt, & Lance's Vacation. PPI show inflation trending downward, setting up for a Fed rate cut: July or September? Investor sentiment remains positive as markets continue to grind higher; investor eschew put-options, which are very cheap now...just like this time, last year. Bears are like a ‘broken clock,’ they are right twice a day.” While that may seem true during a rising bull market, the reality is that both “bulls” and “bears” are owned by the “broken clock syndrome.” The statement exposes the ignorance or bias of those making such a claim. If you invert the logic, such things become more evident. “If ‘bears’ are right twice a day, then ‘bulls’ must be wrong twice a day.” In the investing game, the timing of being “wrong” is critical to your long-term goals. Want to maximize your cash by timing market moves? Lance Roberts shares key insights on portfolio management tactics in this video. Strategies for buying shares at better prices; Understanding the importance of portfolio management; The challenge of knowing when to exit the market; Difficulties in identifying the right time to buy the dip; Realistic expectations for market timing. SEG-1: Markets Continue to Grind Higher SEG-2: The Broken Clock Syndrome SEG-3: How to Be an Eagle in the Market SEG-4: Markets' Anticipated Response to Trump Shooting Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=WYe_X26mids&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mentioned in this report: "The “Broken Clock” Fallacy & The Art Of Contrarianism" https://realinvestmentadvice.com/the-broken-clock-fallacy-the-art-of-contrarianism/ "Put Options – Nobody Wants Them" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Are Back on a Buy Signal" is here: https://www.youtube.com/watch?v=wQYxWAxGEKI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "WHy Berkshire Hathaway's 100-Year Strategy Won't Work for You" https://www.youtube.com/watch?v=xpgRKuHEiBs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #HurricaneBeryl #DonaldTrump #MarketTiming #InvestingStrategies #PortfolioManagement #BuyingTheDip #StockMarket #InvestmentTiming #CashManagement #MarketMoves #StrategicInvesting #FinancialTips #InvestmentDecisions #StockPortfolio #FinancialMarkets #MaximizingCash #Buying shares #BetterPrice #Market#Entry #MarketExit #InvestmentAdvice #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32147872

7-15-24 Markets Are Back on a Buy Signal | Before the Bell 07/15/2024

7-3-24 Why Berkshire Hathaway's 100-Year Strategy Won't Work for You 07/03/2024

7-3-24 Why Berkshire Hathaway's 100-Year Strategy Won't Work for You The saga of the Roberts' Rental house concludes, at the cost of a coffee maker and other electrical appliances. How much will it cost to feed your hoard on July 4th? Market Commentary: light volume expected for the remainder of the holiday-shortened week. Adam Taggart, Jon Huntsman analysis: Symptoms vs reality. The importance of doing your own due diligence and sticking to an investing discipline. Lance and Danny discuss concentration risk and the Enron debacle; Fintech's false promises to investors. Why individuals cannot invest like Warren Buffett & Berkshire Hathaway: Buffett's investment horizon is 100-years. SEG-1: Feeding on the Fourth for $71 - Market Commentary SEG-2: The Hunt Brothers' Silver Saga & Copper Commodities Today SEG-3: The Importance of Investing Discipline SEG-4: Investing Like Warren Buffett? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=xpgRKuHEiBs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Earnings Bar Lowered As Q2 Reports Begin" https://realinvestmentadvice.com/earnings-bar-lowered-as-q2-reports-begin/ "The Confidence Dichotomy" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Market Movers Before the 4th" is here: https://www.youtube.com/watch?v=i4lTPrUdWRY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Beat Earnings Estimates" https://www.youtube.com/watch?v=bG6OzGjibtM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #WarrenBuffett #BerkshireHathaway #!00YearStrategy #Investment #HoldingPeriod #LongTermPlanning #Legacy #FinancialStrategy #HewlettPackard #Longevity #BusinessPhilosophy #Visionary #SustainableGrowth #CorporateContinuity #FutureProofing #DurableInvestments #AssetManagement #CompanyLifespan #WealthPreservation #EarningsGrowth #FinancialCrisis #LoweredEarningsBar #CompanyPerformance #Expectations #StrongEarnings #QuarterResults #FinancialAnalysis #EarningsEstimates #Inflation #Deflation #FinancialAdvice #FinancialAdvisorValue #PortfolioManager #RentalProperty #HomeOwnership #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/32003392

7-3-24 Market Movers Before the 4th 07/03/2024

7-3-24 Market Movers Before the 4th Everything is tenuous in a holiday-shortened week (markets are closed July 4th, and open only a half day on the 5th). While the S&P DID hit a new, all-time high of 5,500 on Tuesday, you can't really tell. Marginal highs are no big deal while markets remain entrenched in a consolidation range. Markets may be up a little today, but it will be on light volume because evenyone's gone for the holiday. We expect markets to continue in this slightly-sideways, higher trend for the time being; there's really not much to cause a sharp move one way or the other. Yet. It could happen, with the Employment and CPI reports coming up soon, and earnings season commences in earnest next week. (A really weak employment report isn't great for those losing their jobs, but the markets will love it, as it could precede a Fed rate cut). Similarly, a weak CPI report would suggest the Fed would cut rates sooner than later. Note, the markets' trajectory now is identical to this time last year; review what happened last October: the potential for a 5 to 10% correction is still in the cards. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=i4lTPrUdWRY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EmploymentReport #CPI #FederalReserve #InterestRates #SlowingEconomicGrowth #Wages #Inflation #20DMA #50DMA #200DMA #RSP #SP500 #InvestingAdvice #Money #Investing /episode/index/show/lancerobertsshow/id/31997862

7-2-24 How to Beat Earnings Estimates 07/02/2024

7-2-24 How to Beat Earnings Estimates Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs Deflation: The rate of change is slowing, but prices are remaining high. Commentary on interest rate behavior at end of Quarter; quarter-end rebalancing and dividend payments. The next chapter in the saga of the Roberts' Rental house; kudo's to Abacus Electrical, raspberries to Centerpoint Energy. The best way to beat earnings estimates: Lower the bar for expectations. The normal beat rate is about 75%. What is the true value of a financial advisor? Not to be confused with a portfolio manager (Doctors vs Coaches). A brief discussion of Tex-Mex, BBQ, and Houston as a food mecca; the value of a financial planner to a family. SEG-1: Inflation vs Deflation - Which Way, Interest Rates? SEG-2A: The Roberts' Rental Saga, Pt-2 SEG-2B: How to Beat Earnings Estimates SEG-3: The Value of a Financial Advisor, Pt-1 SEG-4: The Value of a Financial Advisor, Pt-2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=bG6OzGjibtM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mentioned in this report: "Earnings Bar Lowered As Q2 Reports Begin" https://realinvestmentadvice.com/earnings-bar-lowered-as-q2-reports-begin/ "The Confidence Dichotomy" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Interest Rates are a Function of Inflation and Economic Growth" is here: https://www.youtube.com/watch?v=NuGhZlS_1J0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Confidence Dichotomy" https://www.youtube.com/watch?v=QF2-xOKv68c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EarningsGrowth #FinancialCrisis #LoweredEarningsBar #CompanyPerformance #Expectations #StrongEarnings #QuarterResults #FinancialAnalysis #EarningsEstimates #Inflation #Deflation #FinancialAdvice #FinancialAdvisorValue #PortfolioManager #RentalProperty #HomeOwnership #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/31981662

7-2-24 Interest Rates are a Function of Inflation and Economic Growth 07/02/2024

7-2-24 Interest Rates are a Function of Inflation and Economic Growth Interest Rates have taken a big jump over the last few days, triggering an avalanche of emails, asking, 'what's going on?' Answer: Nothing. It's the end of the Quarter. There's lots of rebalancing going on, and interest rates have gotten very, very over-bought. Rates are stuck in a downward trend, which does not mean they're going to suddenly drop. Rates will track the slowing economic growth, however. Interest rates are a function of inflation, economic growth, and wages. Those are slowing down, but not dropping off a cliff, yet. And with a buy signal currently in place, rates could actually work a little higher for a bit. We're not expecting much a move in rates, more like drifting around in the neighborhood for a week or so. The move in Treasury-related ETF's however, was much larger than the move in interest rates: The first move, last week, was the end of Quarter rebalancing. The second move, yesterday, was the dividend effect of interest being paid into investment accounts. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=NuGhZlS_1J0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InterestRates #SlowingEconomicGrowth #Wages #Inflation #Treasuries #Bonds #QuarterlyRebalancing #DividendPayment #20DMA #50DMA #200DMA #RSP #SP500 #InvestingAdvice #Money #Investing /episode/index/show/lancerobertsshow/id/31978487

7-1-24 The Confidence Dichotomy 07/01/2024

7-1-24 The Confidence Dichotomy The Supreme Court strikes down the Chevron Deference that allowed government agencies to dictate policy, bypassing Congress. This may be the biggest decision since their relegation of abortion policy back to the states in striking down Roe v Wade. Meanwhile, markets end the 2nd quarter somewhat sloppily, but still positive for the year, possibly portending a positive finish for the year. This does not, however, exclude the possibility of correction this summer, and August, September, & October in an election year are typically weak. Lance retells his weekend rent house experience as an underscore endorsing renting over homeownership for most folks. Shocking. A look at the dichotomy of confidence: Expectations for market gains this year do now square with our feelings about the economy (and where do earnings come from?) The tale of the Roberts' celebrity dogs; why the NAR pushed for adjustable rate mortgages...and why they're a horrible idea for nearly everyone. SEG-1: SCOTUS Chevron Deference - Markets Prep for 2nd Half SEG-2A: The Shocking Saga of the Roberts' Rent House SEG-2B: Why this is not a market to be keeping up with SEG-3: The Confidence Dichotomy SEG-4A: Checking-in the Roberts' Dogs at a Hotel SEG-4B: Homeownership & Adjustable Mortgages: A Bad Idea Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=QF2-xOKv68c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "The Confidence Dichotomy" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Prepare for Second Half" is here: https://www.youtube.com/watch?v=ks5GW3xJgtg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=2 ------- Our previous show is here: "Ten Steps, Ten Years to Retirement" https://www.youtube.com/watch?v=fullI_3AecY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SCOTUS #ChevronDeference #RoeVwade #2ndQuarter #MarketCorrection #ElectionYear #InvestorConfidence #ConsumerConfidence #EarningsEstimates #RentalProperty #NationialAssociationRealtors #AdjustableRateMortgages #HomeOwnership #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/31964122

7-1-24 Markets Prepare for Second Half 07/01/2024

6-27-24 Market Downtrend: Understanding Snowball Effects and the Role of the Fed 06/27/2024

6-27-24 Market Downtrend: Understanding Snowball Effects and the Role of the Fed Wrapping up the month of June, and the start of a new Quarter in July: Expect market volatility. Micron's miss will weigh on tech sector. Analysts' estimates have dropped by $5/share for Q3, lowering the bar in anticipation of next reporting season. Final Q1 GDP revision due today. Moving closer to July Fed meeting and possible rate cuts? Jobless claims are climbing. Options markets begin to bet on Presidential election outcome. Why is Wall Street selling off Nvidia now? Debate preview & potential drinking games thereof; July Fed meeting preview; it's a boring Fed for now. Banks passing their strees tests (is this a joke?) There is greater stress on collateral due to higher interest rates. What are the implications of dirt cheap sales of commercial real estate, backed by banks? Distressed debt. What's wrong in Japan, selling $63-B in bonds over 9-months is meaningless. Two options: Keep a lid on interest rates, or keep the Yen from falling. Central Banks & Gov'ts wrk together. Why it's in everyone's best interest to keep the US Dollar as liquid as possible. Dedollarization & Petrodollar nonsense, concern for higher rates, and the long view is for lower eates. Lance & Michael discuss the potential impact of AI, and the market's current downtrend and its potential to escalate into a larger financial concern. He highlights the importance of monitoring market signals and the role of the Federal Reserve: Impact of market deterioration and rising volatility; Significance of increasing shorts in the market; Potential for a snowball effect in market trends; Critical importance of the Federal Reserve's actions; the Implications of a possible rate cut by the Fed in July. SEG-1: Why is Wall Street Selling Off Nvidia? SEG-2: Banks Pass Stress Tests & Real Estate Deals Done Dirt Cheap SEG-3: What's the Worry About Japanese Bond Sales? SEG-4: The Impact of AI & Behind the Scenes ina Bullish Market Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=syNCKJpl16Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Why Economists And Citizens Have Different Inflation Realities" https://realinvestmentadvice.com/why-economists-and-citizens-have-different-inflation-realities/ "S&P 6300? Is That Outside The Realm Of Possibility?" https://realinvestmentadvice.com/sp-6500-is-that-outside-the-realm-of-possibility/ "Bad Breadth Keeps Getting Worse" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Why Is Wall Street Selling off Nvidia?" is here: https://www.youtube.com/watch?v=a_zv7LpVACk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Irony in Consumer Confidence" https://www.youtube.com/watch?v=FiGzVkzaz-g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- REGISTER for our next Candid Coffee (6/29/24): https://streamyard.com/watch/TX6irKYnjHnh ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketDowntrend #MarketVolatility #InvestorComplacency #Shorts #SnowballEffect #Fed #InterestRates #CutRates #FederalReserve #MarketDeterioration #FinancialTrends #Investing #Economics #Potential #Increase #Stocks #MarketSignals #FinancialStability #EconomicIndicators #FinancialAnalysis #SurpriseRateCut #MarketBehavior #MarketTrends #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/31914852

6-27-24 Why Is Wall Street Selling off Nvidia? 06/27/2024

6-26-24 The Irony in Consumer Confidence 06/26/2024

6-26-24 The Irony in Consumer Confidence Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors' common mistakes: Acting too soon, and over-reacting. Markets can remain over-bought for a long time; a function of market momentum. Consumer confidence has been trending lower; the dichotomy of consumer expectations vs market performance. Vacation Theory & Consumer Confidence: what policies were in place? CNBC Economists: 2nd Trump term would re-heat inflation? Why tariff;s lead to inflation (and how consumers get aroun them.) 44% of inflation is in housing; don't mix politics w investing. Market behavior under Republican vs Democrat majority. Nvidia dominates AI-chip market (for now); what happens when competition comes into the market. Computers w lab-grown "organoid" brains. SEG-1: How Long Can Markets Remain Over-bought? SEG-2: The Irony in Consumer Confidence SEG-3: Don't Mix Politics w Investing SEG-4: Who'll Compete w Nvidia? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=FiGzVkzaz-g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "S&P 6300? Is That Outside The Realm Of Possibility?" https://realinvestmentadvice.com/sp-6500-is-that-outside-the-realm-of-possibility/ "Bad Breadth Keeps Getting Worse" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "How Long Can Markets Remain Over-bought?" is here: https://www.youtube.com/watch?v=zO6Gwv9xAqs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is S&P 6,300 Outside the Realm of Possibility?" https://www.youtube.com/watch?v=6g9HvIJSrPQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- REGISTER for our next Candid Coffee (6/29/24): https://streamyard.com/watch/TX6irKYnjHnh ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Investors #Households #FullyInvested #Buying #Corporations #SamStovall #SP500 #MarketInvestment #FinancialStrategy #InvestmentTrends #ConsumerSpending #ConsumerIrony #Nvidia #AI #ArtificialIntelligence #Organoids #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/31897942

6-26-24 How Long Can Markets Remain Over-bought? 06/26/2024

6-25-24 Is S&P 6,300 Outside the Realm of Possibility? 06/25/2024

6-25-24 Is S&P 6,300 Outside the Realm of Possibility? Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what posts to X (formerly known as Twitter) are to be called. Who does the Fed depend upon for data? There are many divergences in the data; Nvidia's bad day(s): Stock split and 13% drop is a correction, not a crash. Doing the math to S&P 6,300 and looking at the range of possibilities. We address the common investor's desire for a perfect low-risk, high-reward investment. Lance & Jon discuss the unrealistic expectations and the growing demand for such ideal investments in today's market and economy: The search for a magic pill investment; expectations versus reality in market investments; economic uncertainty driving demand for low-risk options; the illusion of high upside with minimal downside; practical advice for cautious investors. Know what you own; best college degrees for money managers? SEG-1: Economic Data Does Not Agree w "Strong Economy" SEG-2: Investors' Common Mistakes when Markets Diverge SEG-3: The Search for Elusive, Perfect, Low-Risk Investments SEG-4: Problems w How Economic Data is Derived Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=6g9HvIJSrPQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "S&P 6300? Is That Outside The Realm Of Possibility?" https://realinvestmentadvice.com/sp-6500-is-that-outside-the-realm-of-possibility/ "Bad Breadth Keeps Getting Worse" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "What to do with Nvidia?" is here: https://www.youtube.com/watch?v=zO6Gwv9xAqs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Avoid These Common Trading Mistakes" https://www.youtube.com/watch?v=s3o4Y6KSz1w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1316s -------- REGISTER for our next Candid Coffee (6/29/24): https://streamyard.com/watch/TX6irKYnjHnh ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Investors #PerfectInvestment #LowRisk #MarketUpside #MinimalDownside #MagicPill #Economy #MarketConcerns #Demand #RiskManagement #InvestmentStrategies #EconomicUncertainty #StockMarket #FinancialSecurity #InvestmentDemand #MarketRisk #EconomicTrends #FinancialPlanning #InvestmentChallenges #DownsideProtection #SafeInvestments #MarketFluctuations #InvestmentAdvice #FinancialMarkets #SafetyNets #Markets #Money #Investing /episode/index/show/lancerobertsshow/id/31883032

6-25-24 What to do with Nvidia? 06/25/2024

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