The Real Investment Show Podcast Lance Roberts

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 ------- Watch today's show video here: https://www.youtube.com/watch?v=VTL3ny5OkwA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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 ------- 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 ------- Watch today's show video here: https://www.youtube.com/watch?v=C9aVqf8un5c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- 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 ------- 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

Markets sold-off, rallied, and then ending flat on Wednesday, good enough to chalk up another "green candle day." This just continues to show there are buyers entering the market. Remember, Sellers live higher, Buyers live lower. When Buyers evaporate, prices drop to the next level of pricing at which Buyers are willing to buy. How amazing it has been to see how rapidly the Volatility Index has reversed: It took 15-sessions for the VIX to go from 13 to 21; it took 13-days to go back to 13. What looks like a big spike in volatility, on a longer trend is barely a blip. Concern for a sell-off is past, and the correction is over; buyers are returning, and the greed factor is back.  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=FJqfWLf9Ntg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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/ #MarketVolatility #CorrectionIsOver #VIX #Bullishness #MarketCorrection #FederalReserve #InterestRates #20DMA #50DMA #100-DMA #InvestingAdvice #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 ------- 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

Markets ecked out a very small gain on Tuesday, chalking up four days of positive finishes. The buy signal is now firmly in place, and markets are becoming a bit over bought; a pullback at this point, with a bit of a hold, would be helpful. And a rally forward from that level would then continue the bullish trend. There is a lot of buying on deck with the return to stock buybacks and computer trading algorithms primed with about $80-billion in cash to use. There's a lot of potential buying in store over the next month. 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=FFM1UMhDHCk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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/ #MarketDecline #MarketPullback #Bullishness #MarketCorrection #FederalReserve #InterestRates #20DMA #50DMA #100-DMA #InvestingAdvice #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 ------- Watch today's show video here: ------- 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