The Real Investment Show Podcast
It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
- Update frequency
- every day
- Average duration
- 26 minutes
- Episodes
- 3001
- Years Active
- 2017 - 2025
12-18-24 Dump the 60/40 for 100% Stock Retirement Portfolio?
It'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…
00:46:39 |
Wed 18 Dec 2024
12-18-24 Opportunities Ahead in Beaten Down Stocks?
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 …
00:04:30 |
Wed 18 Dec 2024
12-17-24 This is Nuts
Retail Sales numbers this week will feed into expectations for 2025. Fed meeting tomorrow: Cut and pause, or cut and slow? Employment revisions are also due, but markets won't care. The stock market …
00:46:43 |
Tue 17 Dec 2024
Is the Market Really Doing That Great Outside of the Mag 7
The stock market hitting all-time highs has been somewhat limited to only a few, major stocks. Sector by sector, things have not been quite as grand. Basic Materials, Industrials, Financials, and eve…
00:04:52 |
Tue 17 Dec 2024
12-16-24 Why NFIB Optimism Matters
Microstrategies joins the S&P 100 (just in time to crash?) Bitcoin continues to climb. The FEd will cut rates on Wednesday, but it's commentary and outlook are what will really count. Look for more v…
00:46:40 |
Mon 16 Dec 2024
12-16-24 Oil Prices Continue to Struggle
Lots of volatility in the markets last week, as expected; we're still on a short-term sell signal. Volatility is expected to continue this week, at least until the Fed's announcement on Wednesday aft…
00:04:10 |
Mon 16 Dec 2024
12-13-24 Looking Ahead to 2025: Realize Gains ro Change Exposure?
Markets are setting up for a Santa Claus Rally; inflation pressure remains. What will the Fed do next week, and what will Powell SAY? The impact of tariffs may not be too dire; optimism abounds on Wa…
00:46:32 |
Fri 13 Dec 2024
12-12-24 CPI Gives the Fed a Green Light for Rate Cut
Lance reviews a recent report about generational wealth transfers, and notes that his kids get NOTHING. Wednesday's CPI report was seemingly the last hurdle for the Fed to cut interest rates. With th…
00:46:24 |
Thu 12 Dec 2024
12-12-24 The Pressure is On the Markets
Markets sold off towards the 20-DMA on Monday and Tuesday, as part of the portfolio rebalancing that normally occurs this time of year. Under-performing and under-weighted stocks have had rallies ove…
00:04:25 |
Thu 12 Dec 2024
12-10-24 Portfolio Re-balancing & High Valuation Risks
Post-election consumer confidence is rocketing higher. Inflation Data is coming: CPI & PPI which will be digested in time for next week's Fed meeting. Inflation numbers are likely to tick up from YOY…
00:46:50 |
Tue 10 Dec 2024
12-10-24 Will the Markets Re-balance?
happen to the top 10-20% of the Russell 2000: All those high-momentum stocks that were up 50- to 90% this year were sold off because they were over weighted in portfolios, and this created a very big…
00:03:14 |
Tue 10 Dec 2024
12-9-24 Why Earnings Can't Outgrow the Economy
Lance's Husbands' Christmas shopping warning service; markets are now in second week of sloppy trading. Portfolios out-of-balance will trigger volatility as managers adjust weighting. There is a poss…
00:46:31 |
Mon 09 Dec 2024
12-9-24 Setting Up to Rally
Markets performed well last week, continuing to rise to new highs on Friday. There is now a huge deviation from moving averages, so there's a real risk for correction...but no guarantee: Markets COUL…
00:03:22 |
Mon 09 Dec 2024
12-5-24 Is Another Liquidity Crisis Near?
Portfolio 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 liqu…
00:46:37 |
Thu 05 Dec 2024
12-5-24 Bitcoin Hits $100,000
The Big news overnight is that Bitcoin hit $100,000 with President-election Trump's appointment of pro-cryptonian, Paul Atkins, to return as SEC Chief. Consider, Bitcoin was at $60k back in October; …
00:04:51 |
Thu 05 Dec 2024
12-4-24 Time for a Portfolio Reality Check
Russia just learned of a near-miss from a passing meteorite...TONIGHT! Lance discusses GDP estimates and other economic reports; Retail Sales are "okay," with no tell tale signs of Recession...for th…
00:47:03 |
Wed 04 Dec 2024
12-4-24 What to Expect for the Rest of the Year
What should you anticipate for your market playbook as 2024 comes to an end? The S&P has continued its steady trend along the 20-DMA, with a few tests of the 50- and 100-DMA's along the way. While we…
00:03:25 |
Wed 04 Dec 2024
12-3-24 What Excessive Leverage Teaches Us
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…
00:46:01 |
Tue 03 Dec 2024
12-3-24 Diversification Isn't What You Think
The S&P is back on a buy signal and is a bit overbought; about to be impacted by portfolio redistributions. Small- and Mid-caps have enjoyed a sharp rally but are now only back to where they were thr…
00:05:08 |
Tue 03 Dec 2024
12-2-24 Extreme Speculation Has Returned
Welcome back from Thanksgiving break: Is it time to initiate Christmas Bonds to help Retailers? While markts have performed well, expect some sloppiness heading into the end of the year. We'll have B…
00:46:01 |
Mon 02 Dec 2024
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