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If you're interested in getting occasional news, behind the scenes content, and interesting fandom content, sign up to the newsletter ! Head to: https://www.thewesterosiprimer.com/newsletter What if one strategic marriage could end a war and change the course of Westeros? Join Liz on the Westerosi Primer as she explores the reign of Daeron II Targaryen. This king would later be remembered as Daeron the Good. This episode kicks off with an some listener feedback on the best and worst Targaryen kings. Liz starts with Daeron's formative years. She discusses his education and the union with Myriah Martell. This marriage brought peace with Dorne and paved the way for a new generation of Targaryens. The tension that marked Daeron's relationship with his father, Aegon IV, are explored. Daeron demonstrates his intelligence as he sidestep his father’s reckless actions. The episode also includes first Blackfyre Rebellion. Liz delves into the intricacies of loyalty, legitimacy, and power. Daemon Blackfyre had privileges he wouldn't have gotten if not for his parentage. Despite a thriving family life, Daemon becomes a challenger to his brother Daeron II. The Blackfyre Rebellion was fueled by discontent among the nobility and questions about Daeron's legitimacy. Daemon adopts the reversed Targaryen sigil and instigates the first of many rebellions. The Rebellion ends with the crucial Battle of the Redgrass Field. Daemon’s advance is ultimately thwarted by Brynden Rivers. Support this podcast at — https://redcircle.com/the-westerosi-primer/donations…
The Real Investment Show Podcast
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Content provided by The Lance Roberts Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Lance Roberts Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
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2748 episoade
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The Real Investment Show Podcast
1 1-31-25 Tips & Traps You Need to Know for Tax Season 46:20
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46:20Apple's outlook will set the tone for today's market action; the January effect will be set by the end of the day. Rich & Matt discuss tariffs & volatility; Mexico and Canada are targets. Inflation data due today with the PCE report. The FEd's target is still 2%, and there's no reason to lower rates for now. This is forcing markets to shift focus; why a little inflation is a good thing. The US Tax Code can make you cry like Selena Gomez: Rich & Matt discuss inflation-adjusted tax brackets and standard deduction changes; Qualified Charitable Donations, Quarterly estimated tax payment requirements, and avoiding underpayment penalties. Are itemized deductions even worth the trouble? IRA contributions & avoiding pre-tax and after-tax fund mingling. Catchup contributions & HSa's: They're like a healthcare IRA. The retirement spending smile vs stairstep spending; planning and goal-scooping in retirement. Planning for more volatility in 2025, dealing with portfolio assets that go up and down. SEG-1: Apple Sets the Tone; Why Some Inflation is Good SEG-2: The US Tax Code Will Make You Cry SEG-3: Avoid Mixing Pre-tax and After-tax Dollars SEG-4: Tracking the Retirement Spending Smile Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/ ------- Watch today's show video here: https://www.youtube.com/watch?v=IjGEGF0TuLI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Curb Your Enthusiasm” In 2025" https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "Meme Coins Do Not Create Wealth: They Destroy It" https://realinvestmentadvice.com/resources/blog/meme-coins-do-not-create-wealth-they-destroy-it/ "DeepSeek DeepSinks Bullish Exuberance" https://realinvestmentadvice.com/resources/blog/deepseek-deepsinks-bullish-exuberance/ "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/ "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/ ------- The latest installment of our new feature, Before the Bell, "Why Options Data is Off the Hook," is here: https://www.youtube.com/watch?v=Qc1OMnQvUgI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Watching the Mega-Cap Earnings Parade" https://www.youtube.com/watch?v=XH68Ot3zIsQ&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/ #TaxSeason2025 #TaxTips #TaxDeductions #IRSUpdates #FinancialPlanning #FederalReserve #InterestRates #FedPolicy #Options #CallOptions #PutOptions #SpeculativeMoney#EarningsSeason #StockMarketNews #BigTechEarnings #InvestingTrends #FinancialMarkets #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
It's the end of the month, and the determining day for the January Barometer is tomorrow. Markets knee-jerked all over the board following yesterday's Fed announcements to hold firm at current rates. Economic news was not encouraging, with export up, imports down, suggesting the economy is weaker than thought; labor and demand dynamics. There is a lot of speculative money pouring into markets; nobody is buying stocks anymore. It's all in options, which will end badly for many because it's very speculative. Lance recounts the latest reports from Magnificent-7 member companies; Michael explores data center dynamics, the DeepSeek effect of cheaper processing, and Tesla's big plans. An admonition to be careful about following headlines; the one thing China is good at: Stealing the work of others'. Lance's favorite day is Thursday; economic data is not good; what the Fed thinks now and commentary on Labor; What the Atlanta Fed said; trying to control inflation from the Executive Branch. How did DeepSeek do it? Michael preaches on the fallacy of Meme Coins, and why they're destroyers of wealth; the role of influencers. SEG-1: January Barometer & EOM; Nobody's buying Stocks Anymore SEG-2: MAG-7 Round up and Data Center Dynamics SEG-3: Cheat Meals & Fed News SEG-4a: How DeepSeek Did It SEG-4b: How Meme Coins Destroy Wealth 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=XH68Ot3zIsQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Meme Coins Do Not Create Wealth: They Destroy It" https://realinvestmentadvice.com/resources/blog/meme-coins-do-not-create-wealth-they-destroy-it/ "DeepSeek DeepSinks Bullish Exuberance" https://realinvestmentadvice.com/resources/blog/deepseek-deepsinks-bullish-exuberance/ "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/ "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/ ------- The latest installment of our new feature, Before the Bell, "Why Options Data is Off the Hook," is here: https://www.youtube.com/watch?v=Qc1OMnQvUgI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Watching the Mega-Cap Earnings Parade" https://www.youtube.com/watch?v=HHyXhn76ta4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- 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 #InterestRates #FedPolicy #Options #CallOptions #PutOptions #SpeculativeMoney#EarningsSeason #StockMarketNews #BigTechEarnings #InvestingTrends #FinancialMarkets #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing…
This has been a week full of headlines, between the Fed meeting and the whole DeepSeek story, lots of panic and concerns were generated. Markets really haven't done a whole lot this week. Retail investors bought heavily into Monday's dip. But nobody really buys stocks anymore: Retail investors are piling into options at a pace not seen before. Most of the options are call options; investors are fully long on this market. FOMO is now a function of not missing the bottom. A lot of the money being put into the markets is very speculative, and that's not something many will survive on a sharp downturn. 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=Qc1OMnQvUgI&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/ #Options #CallOptions #PutOptions #SpeculativeMoney #DeepSeek #FederalReserve #FdMeeting #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 1-29-25 Watching the Mega-Cap Earnings Parade 44:57
44:57
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44:57Today is Mega-cap earnings Day, and there's also a lot of economic data to be revealed. Plus, this afternoon will see the latest announcement from the Federal Reserve. Expectations are for the Fed to hold firm on rates this time. Interestingly, despite Monday's selloff, money flows have continued to come into the markets. In fact, on Tuesday (1/28) the QQQ had its biggest inflow since 2021. Monday's market action was NOT the watershed event the bears were trying to make it out to be. Markets are not overbought yet; we're still on a solid buy signal. That's not to say a pullback can't happen; remember the lesson from December...and why it's important to pay attention to money flows, either direction. Educational scores in America and the AI race; IBM, Meta, Microsoft, & Tesla to report this afternoon: What will be IBM's excuse for missing estimates? By next Friday, 80% of S&P companies will have reported, and their earnings will drive volatility over the next several days. SEG-1: Earnings Season & Money Flows SEG-2: Mega-Cap Earnings Preview SEG-3: The White House's House Cleaning & Dark Side of Tech SEG-4: Fed Meeting Preview & Importance of Money Flow Monitoring 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=HHyXhn76ta4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Articles mentioned in this report: "DeepSeek DeepSinks Bullish Exuberance" https://realinvestmentadvice.com/resources/blog/deepseek-deepsinks-bullish-exuberance/ "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/ "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/ ------- The latest installment of our new feature, Before the Bell, "CWhat Money Flows Are Telling Us," is here: https://www.youtube.com/watch?v=HHyXhn76ta4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Our previous show is here: "The DeepSeek Knee Jerk" https://www.youtube.com/watch?v=Yptp-x-epIQ&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/ #EarningsSeason #StockMarketNews #BigTechEarnings #InvestingTrends #FinancialMarkets #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing…
When money flows are positive, asset prices are supported; if money flows are negative, support is taken away. Understanding in which direction money flows are going will help you better determine where markets are going next. Interestingly, despite Monday's selloff, money flows have continued to come into the markets. In fact, on Tuesday (1/28) the QQQ had its biggest inflow since 2021. Monday's market action was NOT the watershed event the bears were trying to make it out to be. Markets are not overbought yet; we're still on a solid buy signal. That's not to say a pullback can't happen; remember the lesson from December...and why it's important to pay attention to money flows, either direction. Additionally, the Dollar is back on the march today, and Dollar strength has been one of the underpinnings of the market. We could be coming into another counter-trend rally in the Dollar, which could impact economic data and earnings forecasts. 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=HHyXhn76ta4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&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/ #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 1-28-25 The DeepSeek Knee Jerk 45:52
45:52
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45:52The race is on for dominance in the artificial intelligence arena with China's release of DeepSeek. Markets initially nose-dived Monday, but ended up slightly higher (with the exception of Nvidia). This volatility underlines the necessity for portfolio diversification. The pullback in an oversold market was not unexpected. The news resulted in the biggest single-day market cap loss for Nvidia, due in part to its massive market cap. Lance discusses what may be the positive results of thie "Sputnik moment" for the US. The markets' response also underscores the importance of Bonds in overall portfolio management. Lance & Jonathan discuss the fallacy of high-watermark comparisons in portfolios, and how to properly review portfolio performance. A discussion on how stocks are actually traded, on and off the exchanges, and the proper use of stop-loss settings in a portfolio. SEG-1: Markets' Response to DeepSeek SEG-2: The Positive Results of DeepSeek SEG-3: How to Properly Review Your Portfolio SEG-4: How Stocks Are Traded & Stop Losses 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=Yptp-x-epIQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "DeepSeek DeepSinks Bullish Exuberance" https://realinvestmentadvice.com/resources/blog/deepseek-deepsinks-bullish-exuberance/ "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/ "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/ ------- The latest installment of our new feature, Before the Bell, "CDeepSeek Reaction: Why Diversification Works ," is here: https://www.youtube.com/watch?v=79j625dkoiM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "DeepSeek or Deep Sink?" https://www.youtube.com/watch?v=QeOnaj5-VsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1045s ------- 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/ #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing…
In the aftermath of the DeepSeek fracas, markets are still on a buy signal, breadth improved as markets came down to kiss the 20-DMA and then rallyed above the 50-DMA, still holding important technical support. Markets were over bought going into yesterday's trading, and the pullback was not unexpected. (This illustrates perfectly the reason for rebalancing risk in portfolios.) Nvidia shouldered most of the impact on Monday, dropping below its 100-DMA, but recovered to close above that level; the stock had a $600-B market cap reduction. The movement is proportional to its size; be careful making knee-jerk reactions to one day events. Apple did well on the expectation that cheaper AI models will help support the company. Apple has earnings announcements due this week, and there could emerge a decent entry point for this stock. Why we trimmed Nvidia and added Proctor & Gamble. Again, this is a prime example of how diversification can protect you from these one-day events. 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=79j625dkoiM&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/ #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 1-27-25 DeepSeek or Deep Sink? 45:55
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45:55The unfolding of China's DeepSeek technology, and history's shortest trade war (with Colombia) highlighted the weekend. What are the investing opportunities from DeepSeek? Too soon to tell; allow markets to sort it out today, and make no rash moves. What DeepSeek means to markets; what's the difference from AI? Lance compares the 1960's space race to the AI technology competition today: Is this America's "Sputnik Moment?" Lance provides a concise primer on all things DeepSeek. Faster, cheaper chips upset the technology race: We knew this day would come (just didn't think it would be over the weekend!) The Open Source advantage; the need to unleash America's best and brightest. Commentary on the decline of American educational rankings. DeepSeek is a wake-up call. SEG-1: The DeepSeek Reveal & Shortest Trade War Ever SEG-2: DeepSeek vs AI: What does it mean? SEG-3: What is DeepSeek? SEG-4: We Knew This Day Would Come 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=QeOnaj5-VsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1045s ------- Articles mentioned in this report: "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/ "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/ ------- The latest installment of our new feature, Before the Bell, "Caution is the Watchword," is here: https://www.youtube.com/watch?v=_lTQvJBW6NY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Using Drone Mentality for Financial Success" https://www.youtube.com/watch?v=c-lH90rMzCw&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/ #DeepSeek #AI #TechnologyStocks #China #SputnikMoment #MarketCatalyst #CautionWatchword #Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing…
Markets are going to be off this morning, mostly led by all the AI-related stocks. It's too late to do anything about it today; Caution is the watchword. Do NOT sell into today's rip. Let the market figure it out, and you go fishing today, or something. We anticipate markets will clip out towards the 100-DMA; when the dust settles, we'll assess what to do next. Remember, the markets were already set up for this type of corrective action; this is not surprising. Markets just needed a catalyst. is this the beginning of the next 20% decline in the markets? Maybe, but no one really knows. This certainly is something worth paying attention to. 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=_lTQvJBW6NY&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/ #DeepSeek #AI #TechnologyStocks #China #SputnikMoment #MarketCatalyst #CautionWatchword #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 1-24-25 Using Drone Mentality for Financial Success 45:52
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The Real Investment Show Podcast
1 1-23-25 It's the Dollar, Stupid! 45:52
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45:52What does the $500-B Stargate announcment really mean for the economy (remember Carrier's "on-shoring" of jobs)? Lance recounts the benefits and innovations that came out of the US Space Race. Markets are back at all time highs; choose your entry point wisely. Lance & Michael review the concepts of trimming portfolios and taking profits; how to properly weight portfolios. What is your objective? Portfolio weighting = risk management. Lance previews an upcoming, virtual economic summit. Lance Roberts & Michael Lebowitz discuss the recent strong correlation between the appreciating dollar and rising yields and the reasons for the relationship, covering the US Dollar Impact on Economy, Global Currency Trends for 2025, and Dollar Strength and Investments. Lance & Mike will also touch on Foreign Exchange Markets Analysis and USD vs Global Currencies. Importing edflation, exporting inflation; fundamentals vs sentiment. FOMO and Term Premiums. Why Bond Vigilantes are not the good guys. Lance & Michael's Fed Meeting Preview; the problem of CPI Shelter component; New Rents will take months to show up in calculus. SEG-1: What the $500-B Stargate Announcement Really Means SEG-2: How to Trim Portfolios & Take Profits SEG-3: It's the Dollar Stupid SEG-4: Curbing Expectations to Manage Risk Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=pT38gvYnsXc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "It's the Dollar, Stupid!" https://realinvestmentadvice.com/resources/blog/its-the-dollar-stupid/ "Are Return Expectations For 2025 Too High?" https://studio.youtube.com/channel/UCXVMMgEidXlrTM1coedg70A/livestreaming ------- The latest installment of our new feature, Before the Bell, "Be Careful of Chasing at All Time Highs," is here: https://www.youtube.com/watch?v=_lTQvJBW6NY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Returns Expectations For 2025 Too High?," https://www.youtube.com/watch?v=MEKNkfsiB4k&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/ #AllTimeHigh #FOMO #EntryPoint #Volatility #InvestorSentiment #USDollar #GlobalEconomy #ForexMarket #CurrencyTrends #FinancialTalk #MarketCorrection #MarketRisk #MarketRally #OverBought #OverSold #PortfolioRebalancing #BalancingRisk #Expectations #StockMarket2025 #InvestmentOutlook #FinancialTrends #MarketExpectations #WealthManagement #MarketIndicators #InvestingAdvice #Money #Investing…
Markets are now back at all-time highs, but don't be surprised to see a bit of a stall today. Ultimately, markets will try to break out and move higher over the next few weeks. Technical levels are in the range that would support such action. Be careful chasing things here! Sentiment is starting to turn around, and a common mistake is the FOMO factor: The Fear of Missing Out. Pick your entry points prudently as markets correct following rallies. Volatility is begining to decline, which is a bullish sign. 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=_lTQvJBW6NY&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/ #AllTimeHigh #FOMO #EntryPoint #Volatility #InvestorSentiment #MarketCorrection #MarketRisk #MarketRally #OverBought #OverSold #PortfolioRebalancing #BalancingRisk #Expectations #MarketIndicators #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 1-22-25 Are Returns Expectations For 2025 Too High? 45:52
45:52
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45:52It isn’t just Wall Street analysts who are optimistic about 2025 returns. Retail investors are the most optimistic about higher stock prices in 2025 by the most on record. Unsurprisingly, that sentiment resulted in the psychological rush to overpay for assets, pushing forward 1-year valuations sharply higher. Lance returns from Houston's winter freeze with commentary on Donald Trump's flurry of executive orders and the importance of the velocity of implementation: Continued government spending (albeit in different areas) effect on the economy, and the impact of immigrant deportations on the labor force. With markets on an upswing, now is a good time to rebalance portfolio risk. Lance relates the story of Mrs. Roberts chasing their dogs chasing rabbits through the snow and muck at 4am. Why businesses and investors are overly optimistic (charts). Lance explores the difference between sentiment vs reality, and how most of the good news is already price-in by markets. How markets are outgrowing the economy (charts). How will government investment influence consumer behavior? Curbing expectations to better manage portfolio risk; Lance reviews historic performance of specific sectors (charts). SEG-1: Post-Freeze, Trump Exec Orders SEG-2a: Chasing Rabbits w Mrs. Roberts SEG-2b: The Difference Between Sentiment vs Reality SEG-3: Why Markets are Outperforming the Economy SEG-4: Curbing Expectations to Manage Risk 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=Fh09Y8e72pI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Are Return Expectations For 2025 Too High?" https://studio.youtube.com/channel/UCXVMMgEidXlrTM1coedg70A/livestreaming ------- The latest installment of our new feature, Before the Bell, "Now is a Good Time for Portfolio Rebalancing ," is here: https://www.youtube.com/watch?v=gwx-EcTqEY8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Fiduciary Advisors Can Learn from Jimmy Carter," https://www.youtube.com/watch?v=MEKNkfsiB4k&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/ #MarketCorrection #MarketRisk #MarketRally #OverBought #OverSold #PortfolioRebalancing #BalancingRisk #Expectations #StockMarket2025 #InvestmentOutlook #FinancialTrends #MarketExpectations #WealthManagement #MarketIndicators #InvestingAdvice #Money #Investing…
Markets have been doing well over the past couple of days, which is not surprising: There's a new man in the White House, and markets are bouncing back after correction. Money flows have turned positive which have helped pick up asset price returns. This morning market futures are positive in preparation for a follow through on the rally. Netflix announced boomer earnings this morning, and its performance today will help lift the Technology sector. Markets are starting to push back up into over-sold conditions, and now would be a good time for portfolio rebalancing. 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=gwx-EcTqEY8&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 #MarketRisk #MarketRally #OverBought #OverSold #PortfolioRebalancing #BalancingRisk #Expectations #MarketIndicators #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
Lance and Michael interpret the latest CPI, PPI, PCE, and GDP numbers: Which one is most-meaningful to the Fed? Earnings Season continues with Big Banks reporting; JPMorgan kills it, but how are regional banks faring? Stock buy backs this time around are expected to exceed $1-Trillion. mostly benefitting large cap stocks. Markets cling to 100-DMA, and aim for the 50-DMA to set up to rally. Michael discusses portfolio management, and Lance previews his re-release on portfolio gardening. Revealing analysis of "spikey data" in CPI and PPI calculus. Inflation remains sticky at high levels. CPI data is flawed by Shelter component; Airline Fares are "super-spikey." The Fed 2% Inflation number is a "round-down" number. Effects of the Barter Trade: Will slow inflation...AND the economy. The "No-Buy" economy effects on delivery drivers. Lance and Michael discuss insurance companies' changes due to catastrophic losses; Michael provides a content preview of his presentation at this weekend's economic summit, elements affecting bond yields, and "term premium." The Bond Vigilantes are not like Paul Revere; they're not the do-gooders, but opportunists profiting on sentiment. Greedy shorts. SEG-1: CPI, PPI, GDP, PCE: Which Matters Most to the Fed? SEG-2: How to Deal with Super-Spikey Data SEG-3: Insurance Changes from Catastrophic Loss SEG-4: Why Bond Vigilantes Are Not Do-Gooders 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=wDMhEOXvkBg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Technical Analysis Is Not Voodoo, Its Vital Context" https://realinvestmentadvice.com/resources/blog/technical-analysis-is-not-voodoo-its-vital-context/ "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, "Markets Set Up to Rally," is here: https://www.youtube.com/watch?v=H1UMyISH7Rg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI: The Big Reveal," https://www.youtube.com/watch?v=MK0pfosuxMk&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/ #TechnicalAnalysis #StockMarketInsights #TradingStrategies #InvestmentTips #FinancialEducation #CPIReport #PPI #SpikeyDate #InflationUpdate #EconomicTrends #FederalReserveNews #CPIAnalysis #EnergyStocks #BankingStocks #EarningsReports #BearishMarket #RiskManagement #ExternalRevenueService #Tariffs #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…
Markets have been clinging by fingernails to the 100-DMA in anticipation of PPI & CPI results; markets in response moved above the 20-DMA, and this morning markets are wrestling with two key areas: The 50-DMA and a declining top trendline that is intersecting with the 50-DMA. If markets can get above the 50-DMA and hold it, that will set up markets to rally tomorrow, trigger a MACD buy signal, and push markets upwards toward 6,000. We are starting to see money flows turn positive. We're still not out of the woods on inflation concerns, however, so use any rally to rebalance 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=H1UMyISH7Rg&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…
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The Real Investment Show Podcast
It's CPI Day (December Core Inflation clocked-in at a lower than expected .2%) so let's pin it all on the Fed. Weaker PPI & Higher Trasnportation costs; Used car prices are keeping inflation elevated, thanks to storm and fire loss replacement demand. Markets flirting w 100_DMA, holiding support; what a weaker CPI print may mean. Lance pranks Danny with book sales for "Bull Dog" Ratliff; the NFIB Small Business Confidence Index surge, post-election; The concept of an 'Exeternal Revenu Service' vs reality; sentiment-driven surveys vs reality. Sentiment and outlooks vs stock price expectations; why the Fed does QE. Lance and Danny review new rules for IRA Catch-ups; adopt the Roth; what to do with funds? The Hierarchy of Savings: Live easy now, hard later vs hard now, easy later. SEG-1: CPI Day Preview SEG-2: Danny "Bull Dog" Ratliff & The Markets' Big Picture SEG-3: The External Revenue Service SEG-4: IRA Catch-ups & The Hierarchy of Savings 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=MK0pfosuxMk&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, "CPI Encourages Markets," is here: https://www.youtube.com/watch?v=ZDUULX4m3Wo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Tactically Bearish As Risks Increase," 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/ #CPIReport #InflationUpdate #EconomicTrends #FederalReserveNews #CPIAnalysis #EnergyStocks #BankingStocks #EarningsReports #BearishMarket #RiskManagement #ExternalRevenueService #Tariffs #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…
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The Real Investment Show Podcast
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…
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The Real Investment Show Podcast
1 1-14-25 Tactically Bearish As Risks Increase 46:33
46:33
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46:33PPI & 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…
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The Real Investment Show Podcast
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…
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The Real Investment Show Podcast
1 1-13-25 Investor Resolutions for 2025 48:39
48:39
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48:39The 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…
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…
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The Real Investment Show Podcast
1 1-10-25 What the Social Security Fairness Acts Means for Your Retirement 46:39
46:39
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46:39Richard 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…
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The Real Investment Show Podcast
1 1-9-25 Why Are Bond Yields Rising? 46:40
46:40
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46:40Markets 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…
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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The Real Investment Show Podcast
1 1-8-25 Market Reversal: Implications Now 46:39
46:39
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46:39With Friday's December Employment Report waiting in the wings, it's fair to ask what happened to the December JOLTS Report. Investors are questioning whether we'll see continued growth from December. What does Q4 GDP at 2.7% really mean? Understanding the data and reading the January Barometer (so far). Lance shares his screen in commenting on sector rotations. Dan Niles' predciton of a 20% correction this year: Lance's reality check. Crash vs correction. Lance discusses the importance of an investing process: Rules to offset emotional bias. Fundamentals matter over the long term. SEG-1: What Happened in the December JOLTS Report? SEG-2: Sector Rotations: What's Hot, What's Not, & Why SEG-3: 20% Correction by Summer: Possible or Probable? SEG-4: The Most Important Lesson for Investors 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=56z2LmMIvrQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "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, "Is the January Barometer Broken?" is here: https://www.youtube.com/watch?v=YLsfGRv_8pI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Curb Your Enthusiasm" https://www.youtube.com/watch?v=FRg1uqnrYH4&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/ #JanuaryBarometer #Finance2025 #InvestSmart #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…
Today is the 5th Trading Day of January, and as go the first five days of the year, so goes the month of January, and so goes the rest of the year...according to the January Barometer. We are in the middle of the January Barometer: If markets close higher today, we will have successfully created a positive first-five-days-of-the-year. But just barely. Note: We failed the Santa Claus Rally, we are threatening to close lower today (Dow Futures are down during this recording), and today's result will trigger the second leg of the January Barometer. HOWEVER: In 2024, we had a negative First Five Days of January, we had a negative January and had a whopper year. Tuesday's market action did not really resonate with the JOLTS Survey; something else was afoot, because stocks sold off hard, bonds sold off hard, for a day of no safe asset across the board. 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=YLsfGRv_8pI&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 #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
As we enter 2025, the financial markets are optimistic. That optimism is fueled by strong market performance over the last two years and analyst’s projections for continued growth. However, as “Curb Your Enthusiasm” often demonstrates, even the best-laid plans can unravel when overlooked details come to light. Lance Roberts & Jonathan Penn discuss five reasons why a more cautious approach to investing might be warranted in 2025, plus client questions and viewers' emails. Economic data coming out this week for last month will be revised by March; what's the effect of less Government hiring/spending on the economy in 2025? Lance & Jonathan recap Christmas past; earnings expectations for the new yar are very elevated; curb your enthusiasm. The challenges to fundamental investors: No one knows what's going to happen this year; markets run in two modes: Expansion or contraction. Valuations/expectations must come down to match economic growth. Lance & Jonathan discuss the EFT Effect, the FOMO Effect, and the Bitcoin Effect on investor psychology. SEG-1: What Happens When Economic Numbers are Revised SEG-2: Why You Should Curb Your Enthusiasm in 2025 SEG-3: The Challenge to Fundamental Investing SEG-4: The ETF Effect, FOMO Effect, & Bitcoin Effect 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=FRg1uqnrYH4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "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, "Complacency Risk is On the Rise," is here: https://www.youtube.com/watch?v=1sZGQPh4TLA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Santa Was a No-show" https://www.youtube.com/watch?v=NONYWlJFI6M&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/ #Finance2025 #InvestSmart #EconomicOutlook #WealthManagement #MarketTrends #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #StockMarket2025 #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing…
Markets started the week with a strong open, rallying above the 20- and 50-DMA, but faded off during the day, could not hold the 20-DMA, and settled above the 50-DMA. MACD Momentum is starting to turn positive. Markets appear to be struggling still, with interest rates weighing on valuations, putting a lid on short term markets. Oversold conditions are beginning to resolve, and that's limiting the fuel that might be used in a rally. Volatility has been collapsing, and complacency about a correction is on the rise. That's potentially a liability to keep markets from moving higher in the short term. When everyone's complacent, that's when the risk of the unexpected is highest. 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=1sZGQPh4TLA&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/ #Complacency #MarketRisk #OverBought #OverSold #20DMA #50DMA #MakretRally #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
We're baaack from our Winter Break, and it seemed as if Santa arrived on Christmas Eve, pushing the markets back above the important 50-DMA. However, by the end of the year, it seemed investors were naughty this year and received a “lump of coal,“ with markets selling off back toward recent lows. Despite Friday’s impressive reflexive rally, the market fell about 0.5% short of rallying enough to save the “Santa Rally.” What does this mean for markets this year? Higher than average returns aren't normal; it's not often to get back-to-back 20% earnings years (charts). Lance discusses the potential impact of Tariffs in 2025, based on past experiences; Wall Street is going to provide whatever people are willing to buy, at a price. Company earnings will matter in 2025; where will the risk be? Crdit Spreads are the "early warnings system" of leading indicators. Risks this year will be a) an increase in volatility and b) disappointing earnings (a return to normal). SEG-1: What Does a No-show Santa Mean for Markets? SEG-2: Higher than Average Returns Aren't Normal SEG-3: The Thing About Tariffs in 2025 SEG-4: Why Earnings Will Matter in 2025 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=NONYWlJFI6M&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Global Conditions Portend A Catch-Down In America" https://realinvestmentadvice.com/resources/blog/global-conditions-portend-a-catch-down-in-america/ "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "Investor Watchword: Curb Your Expectations," is here: https://www.youtube.com/watch?v=QRomsXjIE70&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What the Trump Win Means for Your Taxes" https://www.youtube.com/watch?v=nwAIudzT9gQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s ------- 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/ #AverageReturns #NormalReturns #ETFinflows #LeveragedETFs #DecemberMarkets #NoSantaRally #StockMarket2025 #HolidayInvestmentTrends #SantaClausRally #SantaRallyFail #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing…
Santa did not visit Broad & Wall over the holidays, which was a bit of a disappointment. Markets did have a nice enough rally on Friday, but it was about a half percent shy of achieving "Santa Claus Rally" status. What does that mean for the year? Typically, three elements: A Santa Clause Rally, the first five days of January, and the full month of January; these are predictors of performance for the rest of the year. But these indicators aren't always correct. Our watchwords for 2025: Curb your expectations. 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=QRomsXjIE70&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/ #SantaClausRally #SantaRallyFail #Expectations #MarketIndicators #CurbExpectations #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 RIS 1-3-25 FRIDAY Best of Show 53:41
53:41
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53:41Heads-up: We're on vacation for the next two-weeks starting Monday (12/23); audio podcasts will be available on iTunes, Spotify, and a host of other audio platforms. Check our website, www.realinvestmentadvice.com for complete links. Rich & Danny's final live show of the year starts with coverage of Tariffs, inflation vs deflation, and Jerome Powell's performance as Fed Head. Being cautiously optimistic: We've been living in a government-driven economy: Markets aren't red or blue; they're green. How estate planning may evolved during the Trump presidency; will the SALT deduction return? Debt focus will change perspective. Richard discovers the NOK Box for estate planning. Investing addicts attending Gamblers Anonymous: investings vs speculating. Creating a financial plan in 2025; retirement & taking Social Security early vs not. Why you cannot start and stop SS anymore. Strategies for drawing on retirement funds before taking Social Security; what is your legacy intent? Pensions vs Social Security; the Art of Financial Planning and income for retirement. SEG-1: Who's the Worst Fed Head Now? SEG-2: Estate Tax Planning in a Trump Presidency SEG-3: Investing Addicts & Market Speculation SEG-4: Starting & Stopping Social Security vs Pensions 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=nwAIudzT9gQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s ------- Articles mentioned in this report: "Global Conditions Portend A Catch-Down In America" https://realinvestmentadvice.com/resources/blog/global-conditions-portend-a-catch-down-in-america/ "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "The Fed is Never Right," is here: https://www.youtube.com/watch?v=h87m6yGM_M8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Did the Fed Steal Christmas?" https://www.youtube.com/watch?v=SjZ21RSDn14&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/ #TrumpTaxPolicy #Election2024Taxes #TaxPlanningTips #TrumpWinImpact #FinancialFreedom #FederalReserve #HolidaySpending2024 #ChristmasEconomy #InterestRatesImpact #EconomicOutlook #RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 RIS 1-2-25 THURSDAY Best-of Show EPISODE-8 46:36
46:36
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46:36Heads-up: We're still on vacation until Monday (1/6/25); audio podcasts will be available on iTunes, Spotify, and a host of other audio platforms. Check our website, www.realinvestmentadvice.com for complete links. The House's Continuing Resolution fails to pass muster, thanks to pressure from president-elect Donald Trump and the emerging D.O.G.E. team. Meanwhile, the Fed cuts rates, as expected, but adds a hawkish slant to their language, and markets shed 3% on Wednesday. Lance & Michael discuss whether the Fed has stolen Christmas in this fashion, dealing with the lag effect, and whether the Fed has inflation under control. Is the Fed going to suddenly pivot to a dovish stance in the first half of 2025? The restrictive policy of the Fed, and short-term investing in bond yields; is Jerome Powell making a mistake? The world is in a recession; why should we care? Because of the globalization of trade. Lance examines the correlations of US GDP to other countries'. Is the US GDP growth normal, or will the US have to catch-down to other economies? We are still experiencing the residual effects of government spending in our economy. SEG-1 Fed Cuts Rates, Adds Hawkish Tone SEG-2: Did the Fed Steal Christmas? SEG-3: Jerome Powell's Balancing Act: Is He Making a Mistake now? SEG-4: Will the US Catch-down to the Rest of the World? 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=SjZ21RSDn14&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Global Conditions Portend A Catch-Down In America" https://realinvestmentadvice.com/resources/blog/global-conditions-portend-a-catch-down-in-america/ "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "The Fed is Never Right," is here: https://www.youtube.com/watch?v=h87m6yGM_M8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Dump the 60/40 for 100% Stock Retirement Portfolio?" https://www.youtube.com/watch?v=ElTw9jd0hg8&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/ #FederalReserve #HolidaySpending2024 #ChristmasEconomy #InterestRatesImpact #EconomicOutlook#RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 1-1-25 WEDNESDAY Best-of Show EPISODE-7 53:38
53:38
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53:38This is a mash-up of previously broadcast show audio, from Tuesday (12/8), Wednesday (12/11), Tuesday (12/17), and Wednesday (12/18): More commentary on those who would think they can beat the market, and what's in store if the show goes straight to YouTube (no filter). Old maxims about investing no longer hold true with the velocity of information and distortion of the markets. Why does no one want Value Stocks anymore? Lance and Danny recall reading encyclopedias as youths. The thing about Roth conversions...what are the chances taxes will go lower? SEG-1: S&P 500 vs Everyone Else SEG-2: Why You DON'T Need $10-Million to Retire SEG-3: So You Think You Can Beat the Market? SEG-4: Why No One Wants Value Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP, & Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: Articles mentioned in this report: "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ "Leverage And Speculation Are At Extremes" https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/ "Extreme Speculation Has Returned" https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/ ------- The latest installment of our new feature, Before the Bell, "Diversification Isn't What You Think" is here: https://www.youtube.com/watch?v=rmN8a-6Yr5g&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Extreme Speculation Has Returned" https://www.youtube.com/watch?v=HIfTDuPmsQs&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/ #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 RIS 12-31-24 The Best-of Show Episode-6 53:44
53:44
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53:44This is a mash-up of previously broadcast show audio, from Tuesday (12/10) and Monday (12/16): Lance discusses why the NFIB Small Business Index matters (and what it is saying); the NFIB Confidence Index; expectatinos vs actual sales; they always fall short of expectations. Why tariffs are a benefit to small businesses. Outlook is very positive following Trump re-election (most small business owners are conservatively oriented.) Stocks vs Bonds: Earnings growth expectations are too high; what happens if we don't meet them? It was easy managing money this year... A review of Bob Farrell's Ten Investment Rules, with a focus on #9: When all experts agree... Lance reviews how the Economic Cycle works; if economy continues to grow at 3%, inflation will remain sticky. Likely no 30% returns in 2025; what are the causes for concern: When everyone agrees on a positive outlook. A YouTube viewer accuses us of using fake data: The DATA is what the markets pay attention to. Why YOU'RE to blame for Bed, Bath & Beyond's failures & other store closings. Why our childrens' expectations are too expensive. How funky mortgages increase house prices. Why the minimum wage is really zero. SEG-1: Why the NFIB Small Business Index Matters SEG-2: What If We Don't Meet 2025 Expectations? SEG-3: How the Economic Cycle Works SEG-4: Our Data is Fake?? 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=tTJNZ1ndXpI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "Oil Prices Continue to Struggle," is here: https://www.youtube.com/watch?v=tFaqEHbneAw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Looking Ahead to 2025: Realize Gains ro Change Exposure?" https://www.youtube.com/watch?v=N64pdQl_lJ4&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/ #Microstrategies #SP100 #OilPrices #SlowingEconomy #GoldPrices #GoldCorrection #USDollar #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 12-30-24 MONDAY The Best-of The Real Investment Show Episode-5 53:45
53:45
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53:45This is a compilation of previously broadcast segments gathered from Monday (12/9), Tuesday (12/10), and Tuesday (12/17): Tax-loss Harvesting & RMD's: Do it now. (Why you shouldn't wait until after Christmas.) Understanding the Wash-Sale Rule; speculate in taxable accounts, not IRA's and 401-k's. A plethora of ETF's: all money flows feed into underlying stocks; $1-T into ETF's this year. Where will the next Trillion come from? What's the Risk for market correction? Volatility Index is down to 13; no one is betting on a crash. Where are the money in-flows originating? When inflation is better than deflation, all over the world. Markets have factored-in a 25-bp rate cut, but NOT a Fed pause. What does financial success look like? Lance and Jonathan review the answers by-generations. Stocks vs Bonds: Earnings growth expectations are too high; what happens if we don't meet them? Strategies for high-wealth individuals: Don't wait to do RMD's! Roth IRA's and backdor conversions: Are they worth the trouble? Why you should over-fund life insurance policies; managing tax risks. SEG-1: Tax Loss Harvesting & RMD's - Do It Now SEG-2: Where's the Money Coming From? SEG-3: What Financial Success Looks Like - not SEG-4: Roth IRA's & Back Door Conversions Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP, & Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Leverage And Speculation Are At Extremes" https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/ "Extreme Speculation Has Returned" https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/ ------- The latest installment of our new feature, Before the Bell, "Diversification Isn't What You Think" is here: https://www.youtube.com/watch?v=rmN8a-6Yr5g&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Extreme Speculation Has Returned" https://www.youtube.com/watch?v=HIfTDuPmsQs&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/ #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 12-27-24 FRIDAY The Best-of The Real Investment Show Episode-4 53:40
53:40
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53:40Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise. The ISM Services Index is showing weaknesses, and more economic reports to come this month are likely to mirror such performance. A lack of stimulus money showing up previously in the economy are resulting in these weaker results emerging. Meanwhile, markets continue to do well, and expectations for 2025 are 19% above 2023 estimates for 2024. Bitcoin hits $100,000 thanks to President-elect Trump's appointment of a crypto-friendly chief at the SEC. As for expectations for next year, what should investors be watching out for? (Is a liquidity crisis near?) The Fed put too much liquidity into the system during Covid; those record levels of liquidity are fueling FOMO. Institutional investors are highly leveraged, which are dependent upon liquidity. The Fed's real mandate is to protect its member banks and prevent them from failing. Liquidity is now leaking. The Big Red Phone to the Fed. What if Trump really cuts government spending? Entitlement vs Mandatory spending. Looking to 2025: Extreme bullishness depends upon a strong economy; where are the risks? 3:17 - Economic Weaknesses are Emerging 14:37 - Anticipating 2025: What Should We Watch For? 30:22 - Record Levels of Liquidity are Fueling FOMO 36:44 - The Fed's Main Mandate 44:36 - What If Trump Really Cuts Government Spending? 50:08 - Market Bullishness Depends on Strong Economy Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "2019 Redux: Is Another Liquidity Crisis Near" https://realinvestmentadvice.com/resources/blog/2019-redux-is-another-liquidity-crisis-near/ "Leverage And Speculation Are At Extremes" https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/ "Extreme Speculation Has Returned" https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/ ------- The latest installment of our new feature, Before the Bell, "Bitcoin Hits $100,000," is here: https://www.youtube.com/watch?v=fdu7qCeme94&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Time for a Portfolio Reality Check" https://www.youtube.com/watch?v=Ja9_6jy2TkA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2423s ------- 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/ #Bitcoin #CryptoCurrency #PaulAtkins #SEC #TechnologyStocks #AI #LiquidityCrisis #MarketExpectations #PortfolioRealityCheck #InvestmentStrategy #FinancialPlanning #MarketTrends2024 #WealthManagement #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 RIS 12-26-24 THURSDAY Best-of Show EPISODE-3 53:40
53:40
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53:40Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise. The ISM Services Index is showing weaknesses, and more economic reports to come this month are likely to mirror such performance. A lack of stimulus money showing up previously in the economy are resulting in these weaker results emerging. Meanwhile, markets continue to do well, and expectations for 2025 are 19% above 2023 estimates for 2024. Bitcoin hits $100,000 thanks to President-elect Trump's appointment of a crypto-friendly chief at the SEC. As for expectations for next year, what should investors be watching out for? (Is a liquidity crisis near?) The Fed put too much liquidity into the system during Covid; those record levels of liquidity are fueling FOMO. Institutional investors are highly leveraged, which are dependent upon liquidity. The Fed's real mandate is to protect its member banks and prevent them from failing. Liquidity is now leaking. The Big Red Phone to the Fed. What if Trump really cuts government spending? Entitlement vs Mandatory spending. Looking to 2025: Extreme bullishness depends upon a strong economy; where are the risks? 3:17 - Economic Weaknesses are Emerging 14:37 - Anticipating 2025: What Should We Watch For? 30:22 - Record Levels of Liquidity are Fueling FOMO 36:44 - The Fed's Main Mandate 44:36 - What If Trump Really Cuts Government Spending? 50:08 - Market Bullishness Depends on Strong Economy Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "2019 Redux: Is Another Liquidity Crisis Near" https://realinvestmentadvice.com/resources/blog/2019-redux-is-another-liquidity-crisis-near/ "Leverage And Speculation Are At Extremes" https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/ "Extreme Speculation Has Returned" https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/ ------- The latest installment of our new feature, Before the Bell, "Bitcoin Hits $100,000," is here: https://www.youtube.com/watch?v=fdu7qCeme94&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Time for a Portfolio Reality Check" https://www.youtube.com/watch?v=Ja9_6jy2TkA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2423s ------- 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/ #Bitcoin #CryptoCurrency #PaulAtkins #SEC #TechnologyStocks #AI #LiquidityCrisis #MarketExpectations #PortfolioRealityCheck #InvestmentStrategy #FinancialPlanning #MarketTrends2024 #WealthManagement #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 12-24-24 The Best-of The Real Investment Show Episode-2 53:28
53:28
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53:28This is a mash-up of previously broadcast show audio, from Wednesday (12/4) and Monday (12/9): Periods of extreme leverage and speculation are not new, and the outcomes have consistently been painful for unprepared investors. The late 1990s dot-com bubble serves as a prime example. Speculative bets on internet stocks drove valuations to extraordinary levels, with investors leveraging margin accounts and options to chase gains. When the bubble burst, the Nasdaq lost nearly 80% of its value, leaving leveraged traders especially vulnerable to devastating losses. On being Contrarian: Markets have not rewarded those so inclined. Yet. Does not necessarily mean to be super-bearish. On being "out of consensus; the current set up is good for recession. What will cause it, we don't know. Lance looks at cycles vs trends (Lance's first bank job). Cycle context & psychology. Most cycles are too long to be practical. "We must invest for the time frame in which we have control." Trend-following is better than cyclical tracking. Lance's 60th birthday, cursive writing, and Phoenician writing. The impact of not saving each year: Time frames are critical. 3:17 - Why Sentiment-driven Indexes are Up 14:37 - Lessons from History - What Excessive Leverage Teaches Us 30:25 - The Fallacies of Diversification 30:26 - On Being Contrarian 44:42 - Cycles vs Trends Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP, & Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Leverage And Speculation Are At Extremes" https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/ "Extreme Speculation Has Returned" https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/ ------- The latest installment of our new feature, Before the Bell, "Diversification Isn't What You Think" is here: https://www.youtube.com/watch?v=rmN8a-6Yr5g&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Extreme Speculation Has Returned" https://www.youtube.com/watch?v=HIfTDuPmsQs&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/ #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 12-23-24 The Best-of The Real Investment Show Episode-1 53:45
53:45
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53:45This is a mash-up of previously broadcast show audio, from Tuesday (12/3) and Wednesday (12/4): Periods of extreme leverage and speculation are not new, and the outcomes have consistently been painful for unprepared investors. The late 1990s dot-com bubble serves as a prime example. Speculative bets on internet stocks drove valuations to extraordinary levels, with investors leveraging margin accounts and options to chase gains. When the bubble burst, the Nasdaq lost nearly 80% of its value, leaving leveraged traders especially vulnerable to devastating losses. On being Contrarian: Markets have not rewarded those so inclined. Yet. Does not necessarily mean to be super-bearish. On being "out of consensus; the current set up is good for recession. What will cause it, we don't know. The potential risks to portfolios of reduced government spending. Money mistakes made by the young; the best stop-loss tools and strategies; the flaw in comparing portfolio performance to the S&P Index (or any index). 3:17 - Why Sentiment-driven Indexes are Up 14:37 - Lessons from History - What Excessive Leverage Teaches Us 30:25 - The Fallacies of Diversification 30:26 - On Being Contrarian 52:24 - Comparing Portfolios to S&P Index Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP, & Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Leverage And Speculation Are At Extremes" https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/ "Extreme Speculation Has Returned" https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/ ------- The latest installment of our new feature, Before the Bell, "Diversification Isn't What You Think" is here: https://www.youtube.com/watch?v=rmN8a-6Yr5g&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Extreme Speculation Has Returned" https://www.youtube.com/watch?v=HIfTDuPmsQs&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/ #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 12-20-24 What the Trump Win Means for Your Taxes 46:39
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46:39Heads-up: We're on vacation for the next two-weeks starting Monday (12/23); audio podcasts will be available on iTunes, Spotify, and a host of other audio platforms. Check our website, www.realinvestmentadvice.com for complete links. Rich & Danny's final live show of the year starts with coverage of Tariffs, inflation vs deflation, and Jerome Powell's performance as Fed Head. Being cautiously optimistic: We've been living in a government-driven economy: Markets aren't red or blue; they're green. How estate planning may evovled during the Trump presidency; will the SALT deduction return? Debt focus will change perspective. Richard discovers the NOK Box for estate planning. Investing addicts attending Gamblers Anonymous: investings vs speculating. Creating a financial plan in 2025; retirement & taking Social Security early vs not. Why you cannot start and stop SS anymore. Strategies for drawing on retirement funds before taking Social Security; what is your legacy intent? Pensions vs Social Security; the Art of Financial Planning and income for retirement. SEG-1: Who's the Worst Fed Head Now? SEG-2: Estate Tax Planning in a Trump Presidency SEG-3: Investing Addicts & Market Speculation SEG-4: Starting & Stopping Social Security vs Pensions 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=nwAIudzT9gQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s ------- Articles mentioned in this report: "Global Conditions Portend A Catch-Down In America" https://realinvestmentadvice.com/resources/blog/global-conditions-portend-a-catch-down-in-america/ "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "The Fed is Never Right," is here: https://www.youtube.com/watch?v=h87m6yGM_M8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Did the Fed Steal Christmas?" https://www.youtube.com/watch?v=SjZ21RSDn14&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/ #TrumpTaxPolicy #Election2024Taxes #TaxPlanningTips #TrumpWinImpact #FinancialFreedom #FederalReserve #HolidaySpending2024 #ChristmasEconomy #InterestRatesImpact #EconomicOutlook #RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 12-19-24 Did the Fed Steal Christmas? 46:36
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46:36We're on vacation for the next two-weeks starting Monday (12/23); audio podcasts will be available on iTunes, Spotify, and a host of other audio platforms. Check our website, www.realinvestmentadvice.com for complete links. The House's Continuing Resolution fails to pass muster, thanks to pressure from president-elect Donald Trump and the emerging D.O.G.E. team. Meanwhile, the Fed cuts rates, as expected, but adds a hawkish slant to their language, and markets shed 3% on Wednesday. Lance & Michael discuss whether the Fed has stolen Christmas in this fashion, dealing with the lag effect, and whether the Fed has inflation under control. Is the Fed going to suddenly pivot to a dovish stance in the first half of 2025? The restrictive policy of the Fed, and short-term investing in bond yields; is Jerome Powell making a mistake? The world is in a recession; why should we care? Because of the globalization of trade. Lance examines the correlations of US GDP to other countries'. Is the US GDP growth normal, or will the US have to catch-down to other economies? We are still experiencing the residual effects of government spending in our economy. SEG-1 Fed Cuts Rates, Adds Hawkish Tone SEG-2: Did the Fed Steal Christmas? SEG-3: Jerome Powell's Balancing Act: Is He Making a Mistake now? SEG-4: Will the US Catch-down to the Rest of the World? 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=SjZ21RSDn14&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Global Conditions Portend A Catch-Down In America" https://realinvestmentadvice.com/resources/blog/global-conditions-portend-a-catch-down-in-america/ "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "The Fed is Never Right," is here: https://www.youtube.com/watch?v=h87m6yGM_M8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Dump the 60/40 for 100% Stock Retirement Portfolio?" https://www.youtube.com/watch?v=ElTw9jd0hg8&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/ #FederalReserve #HolidaySpending2024 #ChristmasEconomy #InterestRatesImpact #EconomicOutlook#RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing…
The Federal Reserve cut rates 25-bp, as expected, but the language was more hawkish than anticipated, and the Fed's "Dot Plot" of anticipated rate cuts for 2025 suggested fewer incidents of rate trimming next year. That took a bit of juice out of the punch bowl and spooked the markets. But remember, the Fed is never right about anything, and these predictions are the worst on anything they do. Lance reviews the ingredients comprising a correction: Extremely suppressed volatility, narrow market breadth, and declining momentum. On Wednesday, following the Fed announcement, markets sold off to the tune of 3%, taking out the 50-DMA. In order for the market to get a rally back into the end of the year, we need to get back above the 50-DMA, pronto. That will keep the bullish trend intact and set up for the much-anticipated Santa Claus rally into the end of the year. 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=h87m6yGM_M8&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/ #FederalReserve #InterestRates #RateCut #50DMA #MarketCorrection #SuppressedVolatility #MarketBreadth #DecliningMomemntum #InvestorComplacency #SlowingEconomy #SantaClausRally #EconomicGrowth #InvestingAdvice #Money #Investing…
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The Real Investment Show Podcast
1 12-18-24 Dump the 60/40 for 100% Stock Retirement Portfolio? 46:39
46:39
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46:39It's Fed Day with it's much anticipated rate cut; what will matter more is the Fed's dot-plot and comments on expectations for 2025. Meanwhile on Wall Street, sloppy trading continues as fund manager rebalance portfolios. Markets are sitting on the 20-DMA and holding firm. The Healthcare Sector is the year's worst performer: Will it offer the most opportunity in 2025? This sector tends to perform better AFTER elections. Lance reveals a new temptation on his route to work each morning; Lance and Danny comment on the notion of dumping the traditional 60/40 portfolio in favor of 100% stocks for retirement, with charts and graphs. More commentary on those who would think they can beat the market, and what's in store if the show goes straight to YouTube (no filter). Old maxims about investing no longer hold true with the velocity of information and distortion of the markets. Why does no one want Value Stocks anymore? Lance and Danny recall reading encyclopedias as youths. The thing about Roth conversions...what are the chances taxes will go lower? SEG-1: Fed Day - What Will They Say? SEG-2: Dumping the 60/40 Portfolio? SEG-3: So You Think You Can Beat the Market? SEG-4: Why No One Wants Value Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w SSenior Financial Advisor Danny Ratliff, CFP, Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=ElTw9jd0hg8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Permabull? Hardly." https://realinvestmentadvice.com/resources/blog/permabull-hardly/ "Trump Election Sends NFIB Optimism Surging" https://realinvestmentadvice.com/resources/blog/trump-election-sends-nfib-optimism-surging/ ------- The latest installment of our new feature, Before the Bell, "Opportunities Ahead in Beaten Down Stocks?," is here: https://www.youtube.com/watch?v=4HqWOpYV_Qs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "This is Nuts" https://www.youtube.com/watch?v=drZL-tygAg0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1314s ------- 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/ #RetirementPlanning #InvestmentStrategy #StocksForRetirement #FinancialIndependence #PortfolioManagement #StockMarket2024 #MarketVolatility #InvestorInsights #BullOrBear #Microstrategies #SP100 #OilPrices #SlowingEconomy #GoldPrices #GoldCorrection #USDollar #EconomicGrowth #SmallBusinessOptimism #NFIBReport #EconomicTrends #BusinessConfidence #FinancialTalk #InvestingAdvice #Money #Investing…
Markets are sitting right on the 20-DMA, holding support. As the flirting continues within a trading range, watch for a push higher today. However, there is still some selling-off to be done, and we may see some of that this afternoon following the Fed's announcement. This is part of the set up to get markets to rally into the New Year. This has been a really sloppy trading week...as expected. Basic Materials and Energy sectors remain deeply oversold. Healthcare has been The Worst Performer across the board this year over concerns about what a new administration might mean for healthcare companies and healthcare reform. Typically, Healthcare tends to under-perform in pre-election years and perform better after elections. The sector is deeply, deeply oversold at this point, and that could spell opportunity in the New Year. 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=4HqWOpYV_Qs&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/ #InvestingOpportunity #BeatenDownStocks #HealthcareSector #20DMA #FederalReserve #InterestRates #HealthcarePolicy #SlowingEconomy #GoldPrices #EconomicGrowth #InvestingAdvice #Money #Investing…
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