The Real Investment Show Podcast

Lance Roberts
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  • يتم التحديث يوميًا
The Real Investment Show Podcast

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

  1. قبل ٥١ دقيقة

    1-15-25 CPI Encourages Markets

    Markets have been flirting with the 100-DMA over the past few days, breaking it twice. But money flows have been coming into the markets, enabling recovery by the end of the day, and holding support at that level. Money flows still have a slight, negative tinge, but it's improving. Any good news today will result in a fairly decent rebound in the markets. This morning's CPI report reflected lighter core inflation than expected for December. Lance explains why we increased exposure to energy stocks and reduced other positions ahead of earnings reports.  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=ZDUULX4m3Wo&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/ #PPI #CPI #Inflation #EnergyStocks #BankingStocks #EarningsReports #InflationFear #HawkishFed #MarketCorrection #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators #InvestingAdvice #Money #Investing

    ٣ من الدقائق

  2. قبل ٢٠ ساعة

    1-14-25 Tactically Bearish As Risks Increase

    PPI & CPI Preview: Earnings season is about to commence, followed by the opening of the Buy Back window. Higher yields (and term premiums) are weighing on markets. Term premiums are just a measure of sentiment; watch what companies say, impacted by higher yields. Markets rally to just above the 100-DMA. Lance reviews investor sentiment, credit spreads, and market valuation (which charts). Noting the (limited) impact of taffis on a service-oriented economy. Being “tactically bearish” does NOT mean we are expecting a bear market or a severe market crash. Regarding portfolio management, the difference between being “tactically bullish” or “tactically bearish” is the level of equity risk we take in client portfolios. Over the last two years, we have been “tactically bullish” and have held more significant weightings in equities that have benefitted from market momentum and investor sentiment. However, shifting toward a “tactically bearish” position would suggest rebalancing exposure to more fundamental, value-oriented, dividend-paying companies that will reduce overall portfolio volatility. It also may mean owning less equity exposure and increasing cash levels. Lance & Jonathan review how parents have failed Gen-Z in preparing them for the rigors of life, like changing light bulbs. Lance & Jonathan discuss portfolio strategies. SEG-1: PPI, CPI Previews SEG-2: Investor Sentiment, Credit Spreads, & Market Valuations SEG-3: Gen-Z DIY'ers, Mowing the Lawn, & Building Wealth SEG-4: Highwater Marks & Portfolio Compartmentalization 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=Cob96R2cIfw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Consolidation Continues" https://realinvestmentadvice.com/resources/newsletter/ "Investor Resolutions For 2025" https://realinvestmentadvice.com/resources/blog/investor-resolutions-for-2025/ ------- The latest installment of our new feature, Before the Bell, "PPI Disappoints," is here:  https://www.youtube.com/watch?v=QSS21fO4Pho&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Investor Resolutions for 2025," https://www.youtube.com/watch?v=bVOZkx7iz8k&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/ #BearishMarket #RiskManagement #InvestingStrategies #MarketVolatility #FinancialInsights  #PPI #CPI #Inflation #InvestorResolutions2025 #SmartInvesting #FinancialFreedom #WealthBuilding #MoneyGoals2025 #InflationFear #HawkishFed #MarketCorrection #JanuaryBarometer #DMACrossOver #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators#JanuaryBarometer #DMACrossOver #DownwardPricePressure #Finance2025 #BondYields #FinancialMarkets #InterestRates #EconomicTrends #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing

    ٤٧ من الدقائق

  3. قبل يوم واحد

    1-14-25 PPI Disappoints

    Markets rally to close just above 100-DMA on Monday. (If you're using a moving average as a stop-loss, don't initially react to a break!) Markets are typically oversold by the time those moving averages are violated. This morning's PPI will weigh on markets today  (0.2% vs 0.4% EST), as will tomorrow's CPI number. There is lots of volatility potential for the next few days. With this cooler PPI print, markets could move higher: Markets are very negatively biased towards these reports, with expectations for a hotter number. How will markets respond to today's cooler count? 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=QSS21fO4Pho&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/ #PPI #CPI #Inflation #InflationFear #HawkishFed #MarketCorrection #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators #InvestingAdvice #Money #Investing

    ٤ من الدقائق

  4. قبل يوم واحد

    1-13-25 Investor Resolutions for 2025

    The Cleveland Fed's expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of California wildfires & the Broken Window Theory: There will be a short-term uptick from rebuilding activity. Markets point lower on hawkish Fed tone; current correction process is normal. There is not data to support investor sentiment on inflation sparked by tariffs; how we really create inflation. Employment increases inflation. Companies are front-running tariffs. Rising interest rates lead to valuation reversals. Every year, Dalbar Research publishes an extensive study that repeatedly shows three primary reasons for investor failure. The key issues are a lack of capital to invest and psychology. Lance Roberts examines nine irrational investment behavioral biases specifically, and suggests investing resolutions for the new year, including the Top Investment Strategies 2025, Financial Planning Resolutions, Smart Money Habits for 2025, Wealth Growth Tips, and Retirement Savings Goals. SEG-1: Economic Impact of Cali Fires SEG-2: No Data to Support Current Sentiment SEG-3: Investor Resolutions for 2025, Pt-1 SEG-4: Investor Resolutions for 2025, Pt-2 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=bVOZkx7iz8k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Consolidation Continues" https://realinvestmentadvice.com/resources/newsletter/ "Investor Resolutions For 2025" https://realinvestmentadvice.com/resources/blog/investor-resolutions-for-2025/ ------- The latest installment of our new feature, Before the Bell, "How Low Can Markets Go?" is here:  https://www.youtube.com/watch?v=CoFcgImM--k&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What the Social Security Fairness Acts Means for Your Retirement" https://www.youtube.com/watch?v=JrToO7K7Fsg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2236s ------- 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/ #InvestorResolutions2025 #SmartInvesting #FinancialFreedom #WealthBuilding #MoneyGoals2025 #InflationFear #HawkishFed #MarketCorrection #JanuaryBarometer #DMACrossOver #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators#JanuaryBarometer #DMACrossOver #DownwardPricePressure #Finance2025 #BondYields #FinancialMarkets #InterestRates #EconomicTrends #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing

    ٤٩ من الدقائق

  5. قبل يومين

    1-13-25 How Low Can Markets Go?

    Markets will open lower this morning on continued inflation fears and the Fed's more hawkish stance. BUT...stocks have been really over bought and over deviated: Remember in December we were talking about over deviated stocks and the need for a correction. So now, selling pressure is continuing to revert that overbought condition, and so a correction should be no surprise. If markets do not recover today (we're right on the 100-DMA), there really is no additional support until markets go significantly lower towards the 200-DMA. That being said, it's not going to take s lot to create a bit of a rally. 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=CoFcgImM--k&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/ #InflationFear #HawkishFed #MarketCorrection #JanuaryBarometer #DMACrossOver #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators #InvestingAdvice #Money #Investing

    ٥ من الدقائق

  6. قبل ٤ أيام

    1-10-25 What the Social Security Fairness Acts Means for Your Retirement

    Richard and Jonathan discuss the narratives that are driving the markets, and the fear factor for bond investors. Is the response to tariff threats an over-reaction? How to deal with emotions in investing. Menwhile, job satisfaction is highest among the 60+ crowd: The group has been working longer, and understands the value of socialization; retirement planning shold include qualitative elements. A look at Gen-z Worth Ethic. The Social Security Fairness Act is now the law of the land, signed on Sunday by President Biden. It promises to erase rules that penalized some retirees by eliminating two federal policies that barred employees with a public pension from collecting their full benefits under the federal retirement program and that reduced benefits for those workers' surviving spouses and family members. What about the depletion effect? Taxation of SS benefits is double taxation...and wrong. A look at the United Van Lines' Moving Destination survey; understanding the Wash Sale Rule (which has nothing to do with laundry soap); Do not depend on government clarity to interpret its own rules! A word about end-of-year tax-loss harvesting. SEG-1: Breaking down the narratives that drive the markets SEG-2: Higher Job Satisfaction Among Workers 60+ SEG-3: Social Security Fairness Act - Implications & Payback SEG-4: Understanding the Wash Sale Rule Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=JrToO7K7Fsg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2236s ------- Articles mentioned in this report: "Why Are Bond Yields Rising?" https://realinvestmentadvice.com/resources/blog/why-are-bond-yields-rising/ "Curb Your Enthusiasm” In 2025" https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ ------- The latest installment of our new feature, Before the Bell, "DMA Crossovers Are Not a Death Knell," is here:  https://www.youtube.com/watch?v=RCfM5mTOJBc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why Are Bond Yields Rising?" https://www.youtube.com/watch?v=hx9jVRa0-gc&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/ #SocialSecurityReform #FairRetirement #SocialSecurityFairnessAct #RetirementPlanning #FinancialSecurity #JanuaryBarometer #DMACrossOver #DownwardPricePressure #Finance2025 #BondYields #FinancialMarkets #InterestRates #EconomicTrends #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing

    ٤٧ من الدقائق

  7. قبل ٥ أيام

    1-9-25 Why Are Bond Yields Rising?

    Markets barely achieved a positive close on Wednesday, to create a string of positive action for the first five trading days in January. (Markets are closed today in honor of the late President Jimmy Carter.) There's a market consolidation underway, with the 20-DMA and 50-DMA about to cross. Lance & Michael discuss the Fed's sentiment shift about inflation, and the non-corellation between interest rates and inflation. The Fed may have cut interest rates, but markets have raised them; the actual effects of Fed rate cuts are deflationary. Fed policy is still restrictive; economy is back to "normal" with higher rates. Lance & Michael discuss interest rates: The cost of money. Unlike short- and medium-term gyrations in stock prices, which are often due to changes in investor sentiment, the bond market has a much more fundamental grounding. Interest rates, representing the cost of money, strongly impact economic activity and inflation in a highly leveraged economy like ours. Thus, economic growth, inflation, and Treasury bond yields are highly correlated. The death-defying Dollar as fiat currency (what is currency?) Gold is not a currency; the Dollar vs the Euro. What is driving sentiment? a.) Deficits & Debt, and b.) inflation. NOTE: 1/3 of inflation is shelter costs, data collection for which is flawed. SEG-1: Markets Eke Out Winning First Five Days of January SEG-2: The Fed's Sentiment Shift About Inflation SEG-3: Explaining our Fundamental Bond Model SEG-4: The Death-defying US Dollar 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=hx9jVRa0-gc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Why Are Bond Yields Rising?" https://realinvestmentadvice.com/resources/blog/why-are-bond-yields-rising/ "Curb Your Enthusiasm” In 2025" https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ ------- The latest installment of our new feature, Before the Bell, "DMA Crossovers Are Not a Death Knell," is here:  https://www.youtube.com/watch?v=RCfM5mTOJBc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Market Reversal: Implications Now," https://www.youtube.com/watch?v=56z2LmMIvrQ&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/ #JanuaryBarometer #DMACrossOver #DownwardPricePressure #Finance2025 #BondYields #FinancialMarkets #InterestRates #EconomicTrends #EconomicOutlook #MarketReversal #InvestmentInsights #StockMarket2025 #EconomicForecast #FinancialStrategies #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing

    ٤٧ من الدقائق

  8. قبل ٦ أيام

    1-9-25 DMA Crossovers Are Not a Death Knell

    Wall Street axioms can be fun, but remember that they're based on historical averages. Which brings up the January Barometer: As go the first five trading days of January, so goes the month; and as goes the month of January, so goes the year. Markets eked out a positive day on Wednesday to barely produce a positive string of five trading days. But anything can happen. One thing to be wary of: The 20-DMA is close to crossing the 50-DMA. Markets have been doing okay in a continuation of consolidating that began back in August, but the proximity of those two moving averages to one another is creating downward pressure on prices. If markets are going to move higher and produce a positive month, that needs to start on Friday. 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=RCfM5mTOJBc&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/ #JanuaryBarometer #DMACrossOver #DownwardPricePressure #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #InvestingAdvice #Money #Investing

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

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  • صناع العمل
    Lance Roberts
  • سنوات النشاط
    ١٤٣٨ هـ - ١٤٤٦ هـ
  • الحلقات
    ٢ ألف
  • التقييم
    ملائم
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  • موقع البرنامج على الويب
    The Real Investment Show Podcast

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