1,965 episodes

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

The Real Investment Show Podcast Lance Roberts

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    • 4.9 • 41 Ratings

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

    Could Tax Policy Shrink the Economy?

    Could Tax Policy Shrink the Economy?

    Markets are performing the job of the Fed; is the economy stronger? Rich & Jon look at the "Olive Garden economic indicator: Who's dining out, and who is staying in? How to unravel high restaurant prices 9and everything else, too!) Baby Boomers are still spending. Candid Coffee preview (egistration link below); Investor complacency is troubling. The Genworth settlement = 100% increase in premiums. Financial Dust Bunnies. Nvidia performance cannot continue indefinitely; the data the markets are ignoring. Social Security COLA adjustments to reverse; unrest is whoing up in election results; we are in the Fourth Turning; keep a global perspective. Both political parties are way off on tax policy; the truth about small business margins: They're razor-thin. Tariffs instead of taxes will not work; taxes generate more revenue than tariffs. Planning for higher taxes with Roth options. We don't have a tax revenue problem; we have a congresional spending problem. Why the Roth is never going away. What happens when current tax rates expsire; the Roth is NOT an emergency savings account. SEG-1: Gauging the Economy w the Olive Garden Indicator SEG-2: Investor Complacency & Date the Markets are Ignoring SEG-3: How Tax Policy Could Shrink the Economy SEG-4: Why the Roth is Here to Stay Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, 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=s3o4Y6KSz1w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1316s ------- Articles mentioned in this report: "Consumer Survey Shows Rising Bullishness" https://realinvestmentadvice.com/consumer-survey-shows-rising-bullishness/ "Inflation Print Keeps Fed On Track To Cut Rates" https://realinvestmentadvice.com/newsletter/ "Grant: Rates Are Going Much Higher. Is He Right?" https://realinvestmentadvice.com/grant-rates-are-going-much-higher-is-he-right/ ------- The latest installment of our new feature, Before the Bell, "Will the Fed Cut Rates Sooner?" is here:  https://www.youtube.com/watch?v=Qj2P5gV5qZk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Debunking Dollarization: Why the Dollar Is Stronger Than Ever" https://youtube.com/watch?v=i7k9Tvh-SzQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1138s -------- 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/ #TaxPolicy #DonaldTrump #JoeBiden #MarketCycles #FedRateCuts #EconomicTrends #InvestmentStrategies #MarketPerformance #FinancialPlanning #MarketAnticipation #EconomicCycles #FinancialAdvice #FederalReserve #RateCutsImpact #MarketTiming #LongTermInvesting #EconomicForecast #FinancialMarkets #StockMarketBehavior #MarketAnalysis #FinancialPredictions #EconomicOutlook #MarketDownturn #InvestmentAdvice #FinancialCycles #Markets #Money #Investing

    • 46 min
    Debunking Dollarization: Why the Dollar Is Stronger Than Ever

    Debunking Dollarization: Why the Dollar Is Stronger Than Ever

    Will markets exhibit the typical summer weakness? Prepping for the election outcomes; correction coming now and later. Preview of housing numbers and initial jobless claims; market breadth is on the decline. The increasing gap between the S&P 500 and equal-weighted indexes. Lance discusses the relative strength of the Dollar vs other currencies. Petro-dollar fears and how you're being sold by Wall Street. Our narrative should be how to make money. The "demise" of the petro-dollar; keeping currencies all relative within a range is important for Trade. The Gold/Dollar dynamic; why the world transacts business in dollars: The need for a deep and stable currency...and safety. The importance of Rule of Law: How policy choices can errode trust in the dollar. The divergence between energy stocks and the underlying commodities; the cycle of commodity prices; a recession will cause the next price crash. Seasonality in the month of June; wrapping the Quarter + buy back blackout = market headwinds. Rebalancing is coming. The Ozympic conundrum. SEG-1: Summer Weakness for Markets? SEG-2: The Petro Dollar SEG-3: The Divergence Between Energy Stocks & Commodities SEG-4: Seasonality in the Month of June; Weight-loss Drugs Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://youtube.com/watch?v=i7k9Tvh-SzQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1138s ------- Articles mentioned in this report: "Consumer Survey Shows Rising Bullishness" https://realinvestmentadvice.com/consumer-survey-shows-rising-bullishness/ "Inflation Print Keeps Fed On Track To Cut Rates" https://realinvestmentadvice.com/newsletter/ "Grant: Rates Are Going Much Higher. Is He Right?" https://realinvestmentadvice.com/grant-rates-are-going-much-higher-is-he-right/ ------- The latest installment of our new feature, Before the Bell, "Will the Fed Cut Rates Sooner?" is here:  https://www.youtube.com/watch?v=Qj2P5gV5qZk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Retail Sales Disappoint" https://www.youtube.com/watch?v=Uo6SSkYzr8I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1  -------- 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/ #Dollar #Dollarization #Dedollarization #Misconception #Currency #StrongerDollar #CurrencyComparison #FinancialAnalysis #Economy #ExchangeRates #WeakeningDollar #GlobalCurrency #FinancialArticles #CurrencyTrends #PetroDollar #EnergyStocks #Commodities #Divergence #MarketSeasonality #Markets #Money #Investing

    • 46 min
    6-20-24 Will the Fed Cut Rates Sooner?

    6-20-24 Will the Fed Cut Rates Sooner?

    National housing numbers and home builders' sentiment have been dropping of late, particularly in new home sales, which have been very weak. Initial Jobless Claims are expected to continue to click up. Rising unemployment could entice the Fed to cut rates sooner. One of the dichotomies we've been watching is market breadth, with the number of stock trading above their 50-DMA declining despite the markets' rise; the number of stocks climbing above their 200-DMA is declining, even though the market is rising. One of the biggest gaps, which hasn't been seen since the financial crisis, is the differential between the S&P 500 and the Equal-weighted Index. RSP, the ETF for the Equal-weighted Index, is pretty stark. While the S&P has been setting repeated, all-time highs, the RSP has really gone nowhere since about April. The rally since then has been conducted by just a handful of tech stocks. This level of under-performance in the equal-weighted index goes back to October of 2022, and the gap now is by about 50%. It's all about the differential in weightings in the indexes. This can not last indefinitely, and eventually this performance will reverse. 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=Qj2P5gV5qZk&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/ #HousingMarket #Unemployment #JoblessClaims #FederalReserve #InterestRateCuts #MarketCorrection #ExtremeDeviation #NarrowBreadth #20DMA #50DMA #200DMA #RSP #SP500 #InvestingAdvice #Money #Investing

    • 3 min
    6-18-24 Is Bullishness on the Rise?

    6-18-24 Is Bullishness on the Rise?

    Markets are trading in a holiday-shortened week, thanks to the Juneteenth Holiday Wednesday. 50% of companies are now in stock buy back blackout period. Retail Sales report preview; a function of Consumer sentiment. Five Fed speakers out and about today; markets started weakly, then rallied 1%. Volume and breadth are weakening; markets are very over-bought and extremely deviated from DMA's; when correction comes... Is consumer sentiment on the rise? How best to balance portfolio mix (charts). When will the "Next Big One" come along? Query about going from 90/10 portfolio to 100% equities; you can always find a reason not to invest. Bonds vs T-bills vs Equities; What to do when there are no high-yiled, low-risk options? How to manage risk in volatile rate environment; why you should look at your portfolio only once a quarter; separate emotion from your investments. SEG-1: Markets Are Over Bought & Extremely Deviated from DMA's SEG-2: Is Consumer Sentiment & Investor Bullishness on the Rise? SEG-3: Managing Risk Before the "Next Big One" Comes Along     SEG-4: What Happens When There Are No High-yield, Low-risk Options? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Sr. Fianncial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=y7bl0kL73VM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2235s ------- Articles mentioned in this report: "Consumer Survey Shows Rising Bullishness" https://realinvestmentadvice.com/consumer-survey-shows-rising-bullishness/ "Inflation Print Keeps Fed On Track To Cut Rates" https://realinvestmentadvice.com/newsletter/ "Grant: Rates Are Going Much Higher. Is He Right?" https://realinvestmentadvice.com/grant-rates-are-going-much-higher-is-he-right/ ------- The latest installment of our new feature, Before the Bell, "What Makes Correction Pain Worse?" is here:  https://www.youtube.com/watch?v=6cK5F6C8sbw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Interest Rates: Is a Multi-Decade Increase on the Horizon?" https://www.youtube.com/watch?v=7hFJaamK_m4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s -------- 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/ #MarketBullishness #InvestorBullishness #ConsumerSentiment #InterestRates #MarketCorrection #Homeowners #BorrowingCosts #Economy #JamesGrant #CyclicalPattern #MultiDecadePeriod #Consumption #HigherRates #EconomicImpact #HousingMarket #FinancialTrends #MonetaryPolicy #Markets #Money #Investing

    • 46 min
    6-18-24 What Makes Correction Pain Worse?

    6-18-24 What Makes Correction Pain Worse?

    Markets on Monday opened weakly, then rallied 1% to close ahead. Note, however, that while markets are making these advances, they're doing so on weak volume and narrow breadth, resulting in a market that is very, very over bought in terms of relative strength.  The current deviation from the longer-term mean is getting fairly extreme. Typically, with deviations of this magnitude, a correction is sure to follow. Moving averages are like gravity, and the further you deviate from that average (price over time), the more they want to come back to earth. Given the current, extreme deviation, and the market as overbought as it is, some type of corrective action will not be a surprise. A correction now back to that moving average would be about a 4% decline, which will feel worse to complacent investors. 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=6cK5F6C8sbw&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/ #MarketCorrection #ExtremeDeviation #NarrowBreadth #20DMA #50DMA #100DMA #InvestingAdvice #Money #Investing

    • 4 min
    6-17-24 Corrective Action is Inevitable

    6-17-24 Corrective Action is Inevitable

    Markets have continued to grind along the 20-DMA. Nothing seems to be wrong, and markets are back to extremely over bought conditions. Upside has been limited, with small gains being made in markets that are very deviated from the 20- and 50-DMA. Corrective action is inevitable to relieve some of the over bought conditions.This has been a very narrow rally, with performance only in the top-most tier of stocks vs the rest of the market; there's a very big gap in performance. More and more stocks are not trading above their 50-DMA. Narrow breadth does not mean we're going to have a massive correction; it just means that fewer and fewer stocks, by virtue of their weighting in the index, are pulling the market higher.  So pay attention to breadth; it is important, and it's getting weaker. 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=hU7Wh4i51TE&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 --------

    • 3 min

Customer Reviews

4.9 out of 5
41 Ratings

41 Ratings

SFVLLC ,

Great insights

Love the insights. Good blend of market specifics and monetary policy that most people with a business background can understand. Great alternative to music in the car 👊🏼

danieldphotos ,

Great Info

Super Podcast! Great opportunity to learn while working out or on long drives. I would encourage everyone to at least listen to one podcast. “I betcha you can’t listen to just one”!

totalfan18 ,

Great show. Educational.

I appreciate your knowledge and experience. Your approach is sensible and you offer excellent advice. Thank you for this valuable podcast.

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