The Real Investment Show (Full Show‪)‬ Lance Roberts

Markets' bullish trend continues; no reason to be sitting in cash now. Economic data is proving to be a mixed bag. Consumers' creativity for accessing funds they shouldn't be touching for continued spending. Markets are back to overbought; wait for a pullback to add exposure. What's moving markets: The Fed or AI? When the Fed supplies liquidity, fundamentals take second chair. Fundamentals, however, will save you in a market downturn. Will AI be a game changer? "Ready Player One" is the ultimate outcome of AI. There are now emerging energy concerns for powering AI. Imperative to know what narratives are driving markets to best plan investing strategy. Earnings are a function of economic growth: S&P growth to slow as company earnings slow. Stock buybacks are used to engineer better earnings and are not sustainable. The health benefits of coffee. CPI coming Wednesday w .4% expectations. April Retail Sales may be okay with Tax Refund spending, but after that... Lance's new TikTok series, GoPro on a Dog.

SEG-1: Markets' Bullish Trend Continues
SEG-2: Will AI Be a Game Changer?
SEG-3: Why Earnings Growth is a Function of Economic Growth
SEG-4a: The Elixir of Youth
SEG-4b: CPI Preview

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=HYdAXliMOdg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in this report:
"Equities Bounce Back Ending The April Correction"
https://realinvestmentadvice.com/newsletter/
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REGISTER for our next Lunch & Learn: "Transitioning to Medicare"
https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49
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The latest installment of our new feature, Before the Bell, "Will Over Bought Markets Pull Back?" is here:
https://www.youtube.com/watch?v=2-0-l1HDXmg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Will Social Security Last Past 2035?"
https://www.youtube.com/watch?v=VTL3ny5OkwA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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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/

#MarketBullishness #StockMarket #GenerativeAI #TrillionDollarOpportunities #PrivateEquity #Funding #Iinvestment #ArtificialIntelligence #Coffee #Markets #Money #Investing

Earnings preview & economic reports: The wisdom of writing a market journal. Will markets produce an 8th day of gains? Current trading strategioes; the animal spirits are shifting. Soupy Sales' 'Send a Dollar;' CEO Neutrality, getting back to the basics of business. Will Social Security last past 2035? There are some surprising, positive notes in the latest SS Trustees' report. Why we run financial plans without SS. Financial Dust-bunnies: Medicare Lunch & Learn; why the big push for Medicare Advantage? (Because that's what pays brokers the most.) Crafting retirement income is an art: Is the 4% Rule too safe? There is no set number: There are too many variables. "The Woods" retirement plan; the Annuities discussion; protecting against emotional decisions.

SEG-1: Will Markets Produce an 8th Positive Day?
SEG-2: CEO Neutrality & Getting Back to the Basics of Business
SEG-3: The Financial Dust-bunnies of Medicare
SEG-4: Retirement Income is an Art

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=VTL3ny5OkwA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in this report:
"Finding The Next Apple Using Buffett's Logic"
https://realinvestmentadvice.com/finding-the-next-apple-using-buffetts-logic/
"Economic Stagflation – Myth Or Reality?"
https://realinvestmentadvice.com/newsletter/
"Stock Rally As Powell Sparks A Buying Frenzy"
https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/
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REGISTER for our next Lunch & Learn: "Transitioning to Medicare"
https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49
-------
The latest installment of our new feature, Before the Bell, "Market Volatility Reverses Again," is here:
https://www.youtube.com/watch?v=FJqfWLf9Ntg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Finding the Next Apple Using Buffett's Logic"
https://www.youtube.com/watch?v=C9aVqf8un5c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
--------
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/

#MarketBullishness #StockMarket #SocialSecurity #MedicareAdvantage #CEONeutrality #FinancialDustBunnies #RetirementIncome #ActuarialBalance #CombinedFunds #Crisis #BenefitsCut #RetirementAge #SocialSecurityCap #CareerPoliticians #Electability #FinancialConditions #PositiveOutlook #Markets #Money #Investing

Is the pig really out of the python? (Excess savings are gone.) Who is still spending, and how? Government spending and consumer credit card usage; buy-now, pay-later (BNPL) plans being used to buy groceries and make ends meet. There are no stats to determine credit risk presented by BNPL companies. Markets sell-off, rally, and end at break-even. The correction is over...for now. No earnings growth outside the Magnificent Seven or top large-cap companies. Companies not rewarded greatly, but brutally punished. Uber, Shopify, Starbucks bellwethers of consumer spending. McDonald's, Five-Guys, inflation impact. Warren Buffett's challenge to find Apple; could he use his cash better? Inflation Report preview: Rents make up 40% of CPI; prices are still high. Why their inflation will be zero. CPI is a black box. Q1 strengths attributed to Seasonal Adjustments. Consumers will start weakening. Sentiment vs Inflation: All the market cares about is government data, regardless of how you feel. High prices will remain, but if unchanged next year, inflation will be zero. Markets are distorted from the fundamentals; valuations still matter.

SEG-1: The Pig's NOT Out of the Python
SEG-2: Analyzing Earnings: No Growth Outside Magnificent-7
SEG-3: Inflation Report Preview: Impact of Rents on CPI
SEG-4: Sentiment vs Inflation: What the markets look at

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=C9aVqf8un5c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
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Articles mentioned in this report:
"Finding The Next Apple Using Buffett's Logic"
https://realinvestmentadvice.com/finding-the-next-apple-using-buffetts-logic/
"Economic Stagflation – Myth Or Reality?"
https://realinvestmentadvice.com/newsletter/
"Stock Rally As Powell Sparks A Buying Frenzy"
https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/
-------
REGISTER for our next Lunch & Learn: "Transitioning to Medicare"
https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49
-------
The latest installment of our new feature, Before the Bell, "Market Volatility Reverses Again," is here:
https://www.youtube.com/watch?v=FJqfWLf9Ntg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "The Difference Between the Price You See vs the Price You Pay is Growing"
https://www.youtube.com/watch?v=1UkAPeqpMME&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
--------
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/

#MarketBullishness #StockMarket #FinancialConcerns #EconomicData #MarketPerformance #RecessionExpectations #EarningsGrowth #MagnificentSeven #NegativeEarningsGrowth #TopStocks #TwitterChart #Markets #Money #Investing

The Citi Surprise Index: When economists are disappointed in estimated numbers; that index is now at a low ebb. An uneventful earnings season is wrapping up with fair results; the only companies seeing margins grow are large caps. Markets eke out gains for 4th straight day; the benefits of a market pullback; CTA's have money to spend, plus resumption of stock buy backs. Old Shows & Actors; the great un-bundling of fee has created fees on fees; tipping & charges-per-squirt(!): Budget leakage. Buying Made in USA. AI Golf robots, Robocop, & Skynet; the worst financial mistake some families make: Living on a single paycheck. Balancing the equation with a stay-at-home parent; dealing with the skills gap; the impact of rising childcare costs, and what caused it (gov't. stimulus). Planning for College & Career Choices; five jobs with most potential to produce millionaires. The process of good financial habits. "It's not about how much you make, but how much you save."

SEG-1: Analyzing the Citi Surprise Index
SEG-2: Surprise Fees are Growing
SEG-3: The Worst Financial Mistake Some Families Can Make
SEG-4: Five Jobs Most Likely to Produce Millionaires

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=1UkAPeqpMME&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
-------
Articles mentioned in this report:
"Economic Stagflation – Myth Or Reality?"
https://realinvestmentadvice.com/newsletter/
"Stock Rally As Powell Sparks A Buying Frenzy"
https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/
-------
REGISTER for our next Lunch & Learn: "Transitioning to Medicare"
https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49
-------
The latest installment of our new feature, Before the Bell, "Aiming for 5,300," is here:
https://www.youtube.com/watch?v=wm2kCMEF0Lo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Powell Sparks a Buying Frenzy"
https://www.youtube.com/watch?v=VPodLCUQ4sw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
--------
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/

#MarketBullishness #CitiSurpriseIndex #StockMarket #FinancialConcerns #EconomicData #MarketPerformance #RecessionExpectations #SurpriseFees #WorstFinancialMistakes #FiveJobsProducingMillionaires #EconomicPredictions #CashlessSociety #RisingFees #BusinessCosts #DigitalPayments #ConsumerImpact #EconomicChallenges #UnbundlingFees #AffordabilityIssues #Markets #Money #Investing

Economists' 'rush-to-judgement' vs the lag effect catching up w economic data. Consumer spending and loan demand are waning as excesses in money supply are normalizing. The data re beginning to refute the "no recession" theme. Market correction is now over, bullish trend to resume. The challenge of NOT expecting recession; what the data is starting to show; not a lot of risk in credit markets...yet. That's where trouble will show up first. Geopolitical conflicts do mot matter to markets for long; world wars do. Spreads between corporate bonds vs treasuries are at an all time low (90bp). There's no stress in the economy...so far; pay attention to credit risk. 20th Anniversary of 2008 Financial Crisis is approaching. Letters from the IRS and a $34-B tax bill; the rich need to pay their "fair share;" defining "fair" (charts). The portability of wealth will be a factor when taxes rise too high. How about Congress spending LESS? Swiss Army to make knife with no blade for UK. Residual Seasonality in economic data: Always skewed by seasonal adjustments.

SEG-1: The Lag Effect is Catching up w Economic Data
SEG-2: Is Credit Risk the Canary in the Coal Mine?
SEG-3: Defining "Fair Share"
SEG-4: Knives without Blades; Residual Seasonality

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:

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Articles mentioned in this report:
"Economic Stagflation – Myth Or Reality?"
https://realinvestmentadvice.com/newsletter/
"Stock Rally As Powell Sparks A Buying Frenzy"
https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/
-------
REGISTER for our next Lunch & Learn: "Transitioning to Medicare"
https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49
-------
The latest installment of our new feature, Before the Bell, "Aiming for 5,300," is here:
https://www.youtube.com/watch?v=wm2kCMEF0Lo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our previous show is here: "What is Economic Stagflation – Myth Or Reality?"
https://www.youtube.com/watch?v=I5d2BCsJQr8&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/

#MarketBullishness #CreditSpreads #StockMarket #FinancialConcerns #EconomicData #MarketPerformance #RecessionExpectations #EconomicPredictions #ShockEffect #MarketPsychology #EonomicHealth #FinancialConfidence #IncomeTaxes #Markets #Money #Investing

There are three possible paths for markets, moving forward. Markets are at a critical juncture at the 50-DMA; earnings "beat-rate" has been low, and earnings misses have been severely punished. Looking at the Fed's liquidity strategies; the markets' possible direction from this point. In dealing with inflation, which data measurement matters? Him's, Her's, & Botox: The rise in Gen-Z use of cosmetics for better selfies. What is Stagflation, and do we really have it? Inflation tracks economic growth; stagflation = high inflation, low economic growth, & high unemployment. We currently have record low unemployment, inflation is about average, not high, and there is decently strong economic growth. This is not That '70's Show. YouTube chat response: You cannot double-count inflation.

SEG-1: Markets Are at a Critical Juncture at the 50-DMA
SEG-2: Three Paths for Markets Moving Forward
SEG-3: Is There Really Stagflation?
SEG-4: You Cannot Double-count Inflation

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=I5d2BCsJQr8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s
-------
Articles mentioned in this report:
"Economic Stagflation – Myth Or Reality?"
https://realinvestmentadvice.com/newsletter/
"Stock Rally As Powell Sparks A Buying Frenzy"
https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/
-------
REGISTER for our next Lunch & Learn: "Transitioning to Medicare"
https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49
-------
The latest installment of our new feature, Before the Bell, "Markets' Critical Resistance at 50-DMA " is here:
https://www.youtube.com/watch?v=MFiJNHKMRm4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Who'll Win the Tax Cut Battle?"
https://www.youtube.com/watch?v=iMV5vU7krsc&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/

#EconomicGrowth #EconomicStagflation #GDP #PCE #PriceIndex #StockMarket #FinancialConcerns #EconomicData #MarketPerformance #ElectionYear #FOMCMeeting #InterestRates #EmploymentReport #RetailSales #EarningsSeason #ShareBuybacks #FederalReserve #EconomyManipulation #Recession #Inflation #SocialSecurity #Medicare #Frugality #IncomeTaxes #Markets #Money #Investing