The Real Investment Show Podcast Lance Roberts

Lance is Back! What is really happening in Commercial Real Estate: Getting distressed inventories off the books at deep discounts. Market performance recap: Nice bounce off the 100-DMA; PCE coming: What it means & why it's important.Economic strength is keeping inflation high; can it last? After markets' nice sell off, downside risk still remains. Paying attention to economic reports and supply & demand; looking at Q1 GDP estimates; market review: Tesla & Meta: Narratives are fine, but look at the technicals. Bond auction narratives have been all over the place. Lessons for investors from the NFL: Avoid over-confidence. The difference between college & pro ball = retail vs pro investors. "Zig then the others Zag," Warren Sharp. "Groupthink = group stink," Doug Kass. Markets vs headlines; economic data vs polls; the steakhouse crowd vs the pubs; prices are the problem. The wealth gap plays havoc with inflation, which no one can really measure.   SEG-1: What's Really Happening in Commercial Real Estate SEG-2: Economic Reports vs Supply & Demand SEG-3: Lessons for Investors from the NFL Draft SEG-4: Steakhouse Crowds, Pubs, and Polls 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=f7TjrCiY1s8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Overconfidence In NFL Drafts: A Lesson For Investors" https://realinvestmentadvice.com/overconfidence-in-nfl-drafts-a-lesson-for-investors/ "Economic Warning From The NFIB" https://realinvestmentadvice.com/economic-warning-from-the-nfib/ "Fed Chair Jerome Powell Suggests “Higher For Longer” https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Downside Risk is Alive and Kicking!" is here:  https://www.youtube.com/watch?v=QDRSELUUdwY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Does Realistic Retirement Look Like?" https://www.youtube.com/watch?v=nMvKYdHl_Ik&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/ #CommercialRealEstate #EconomicReports #SupplyAndDemand #NFLDraft #InvestorOverConfidence #InflationAdjustedSales #EconomicPerformance #EconomicWeakness #RetailSales #NFIBConcerns #SmallBusinessSales #EmploymentImpacts #ConsumerSpendingTrends #MaximizingBenefits #MarriedCouples #Longevity #SpouseConsideration  #Viability #Markets #Money #Investing

Markets' predicted sell off occurred, and there's still room to the downside. As we've noted, a 5 - 10% correction was very possible because of markets' extreme deviation from the 200-DMA. That gap still must be closed, and to do so will take the market down to about the 4700 level. We've already taken a 5.5% correction to the 100-DMA. Yesterday's impact of META and IBM did not help. Today we'll test support at the 100-DMA: If markets can hold at that point, we're likely going to be through the correction, However, if the market fails at the 100-DMA, it will then drop to test the 200-DMA to completely close that deviation. We're about halfway through the sentiment reversal cycle for the bulls. 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=QDRSELUUdwY&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/ #DownsideRisk #OversoldMarket #RebalancingRisk #MarketSupport #MarketCorrection #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Was Lance Roberts eaten by cannibals? (He will return tomorrow!) How Tesla fell out of the Magnificent Seven; Tesla's storage technology vs cheaper Chinese EV's & the future of EV's. The true environmental impact of building EV's. The RIA 8-Ball predictions for PCE. What does realistic retirement look like? The impact of inflation, the Retirement Clock, & you. A discussion on the need for guaranteed income; how Gen-z will retire & the DNA of Super-savers. Educational goals and vocational training. Candid Coffee recap; the public are the best economists. Professional vs Trade careers & new hires' earnings; the impact of AI on personal skills.   SEG-1: Tesla Falls off the Magnificent Seven SEG-2: What Does Realistic Retirement Look Like? SEG-3: How Gen-Z will Retire: The DNA of Super-savers SEG-4: Why the Public Are the Best Economists Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, & Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=nMvKYdHl_Ik&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Economic Warning From The NFIB" https://realinvestmentadvice.com/economic-warning-from-the-nfib/ "Fed Chair Jerome Powell Suggests “Higher For Longer” https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "We Are Not Likely Done with Correction" is here:  https://www.youtube.com/watch?v=eyAp7xhaf_c&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Five Financial Mistakes to Avoid if You're Retiring Within Five Years" https://www.youtube.com/watch?v=xQEosrIqf14&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- 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/ #RealisticRetirement #VocationalEducation #FinancialPlanning #FederalReserve  #InflationAdjustedSales #EconomicPerformance #EconomicWeakness #RetailSales #NFIBConcerns #SmallBusinessSales #EmploymentImpacts #ConsumerSpendingTrends #MaximizingBenefits #MarriedCouples #Longevity #SpouseConsideration  #Viability #Markets #Money #Investing

Market Commentary: Are there more declines to come? What is the path forward for 5% Bonds? PCE and more earnings reports coming; How to crossover from accumulation to de-cumulation; topic teases: Keeping more of your inheritance; how to increase your inheritance. How to manage funds qwith legacy intent in mind. The important of financial planning before retirement; what is the rate of return you need? The importance of budgeting; financial mistakes you should avoid within five years of retirement; dealing with the rule changes. Dealing with and planning for Social Security.  What is the income threshold for converting from pre-tax to Roth IRA?   SEG-1: Market Commentary: Are the more declines to come? SEG-2: How to Manage Funds with Legacy Intent in Mind SEG-3: Five Financial Mistakes You Should Avoid Before Retirement SEG-4: Dealing with & Planning for Social Security Hosted by RIA Advisors Senior Financial Advisors, Danny Ratliff, CFP, & Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=xQEosrIqf14&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Economic Warning From The NFIB" https://realinvestmentadvice.com/economic-warning-from-the-nfib/ "Fed Chair Jerome Powell Suggests “Higher For Longer” https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "We Are Not Likely Done with Correction" is here:  https://www.youtube.com/watch?v=eyAp7xhaf_c&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "We Are Likely Not Done with Correction" https://www.youtube.com/watch?v=LAHAa6I5Qv8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- 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/ #LegacyFunds #SocialSecurity #FinancialPlanning #FederalReserve  #InflationAdjustedSales #EconomicPerformance #EconomicWeakness #RetailSales #NFIBConcerns #SmallBusinessSales #EmploymentImpacts #ConsumerSpendingTrends #Markets #Money #Investing

After six days of market declines, is the Correction done? Election risk scenarios & market volatility; markets do not like uncertainty. PCE preview (the inflation gauge the Fed pays attention to). Markets break the 50-DMA, and are now sitting on the 100-DMA. The unsurprising uptick in inflation and the impact of higher raates; why commodities matter. Higher for longer, for not much longer: Rates must come down; NFIB preview. Hey, what happened to all the Ukraine aid US taxpayers propvided? Inflation is a function of supply & demand; where is the higher demand going to come from? Looking ahead to this week's PCE number, expecting the markets to bounce: Sell into the rally.   SEG-1: Is the Correction Done? SEG-2: The Unsurprising Uptick in Inflation SEG-3: Higher for Longer, not much longer SEG-4: Economic Warnings from the NFIB 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=LAHAa6I5Qv8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s ------- Articles mentioned in this report: "Economic Warning From The NFIB" https://realinvestmentadvice.com/economic-warning-from-the-nfib/ "Fed Chair Jerome Powell Suggests “Higher For Longer” https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "We Are Not Likely Done with Correction" is here:  https://www.youtube.com/watch?v=eyAp7xhaf_c&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Did You Pay Your Fair Share of Taxes?" https://www.youtube.com/watch?v=vA51KE4ECT4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- 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/ #FederalReserve #JeromePowell #InflationAdjustedSales #EconomicPerformance #EconomicWeakness #RetailSales #NFIBConcerns #SmallBusinessSales #EmploymentImpacts #ConsumerSpendingTrends #Markets #Money #Investing

Markets have had a complete washout after six straight days of declines. The broke the 20-DMA, took out the 50-DMA, and markets didn't even breathe. As of Friday, we're sitting right on the 100-DMA, as we don't think this correction is yet finished. We do expect a rally up to about 5100, with the potential for another retest of the 100-DMA, and possibly even lower. There is now the possibility of a market rally up to a level of resistance, followed by another leg lower, before this correction is complete. Alternatively, we could have another rally straight up, depending upon how the current earnings season goes. Watch for a little sloppiness over the next few weeks; don't knee-jerk react right away to market moves, and use a rally to sell-into to reduce risk. 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=eyAp7xhaf_c&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/ #OversoldMarket #RebalancingRisk #MarketSupport #MarketCorrection #MarketTrendChannel #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing