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
- 3003
- Years Active
- 2017 - 2025
7-17-24 Avoiding the Sexy Stock Plays
ay-3 of the RNC convention: Markets are already beginning to shift in anticipation of a presumed presidency and policies, with an eye on taxation and monetary policy. Donald Trump has said he will al…
00:45:52 |
Wed 17 Jul 2024
7-17-24 The Rotation Continues
Futures are pointing sharply downward this morning: After grinding ever higher for the past few days, it's inevitable to have a correction at some point. Not saying that's happening today, necessaril…
00:03:47 |
Wed 17 Jul 2024
7-16-24 Relationship Between Fed Rate Cuts and Treasury Yields Explained
Lance Roberts begins with an earnings and economic reports preview; there is now a 90% chance of the Fed cutting rates sooner than later, and odds-makers now expecte three rate cuts. Small- and Mid-c…
00:46:04 |
Tue 16 Jul 2024
7-16-24 Time to Take Profits?
Small- and Mid-cap stocks have been in the news, outperforming the large caps over the past few days by a few large degree. There's a nice buy-signal on mid-caps, which are extremely overbought by th…
00:04:02 |
Tue 16 Jul 2024
7-15-24 The “Broken Clock” Fallacy & The Art Of Contrarianism
That was the week that was: Hurricane Beryl, celebrity deaths, Trump assassination attempt, & Lance's Vacation. PPI show inflation trending downward, setting up for a Fed rate cut: July or September?…
00:46:14 |
Mon 15 Jul 2024
7-15-24 Markets Are Back on a Buy Signal | Before the Bell
Markets are back on a buy-signal, but still over-bought. This is something we saw this time last year, with markets moving higher, everything just fine...but eventually, markets corrected. What happ…
00:03:52 |
Mon 15 Jul 2024
7-3-24 Why Berkshire Hathaway's 100-Year Strategy Won't Work for You
The saga of the Roberts' Rental house concludes, at the cost of a coffee maker and other electrical appliances. How much will it cost to feed your hoard on July 4th? Market Commentary: light volume e…
00:45:28 |
Wed 03 Jul 2024
7-3-24 Market Movers Before the 4th
Everything is tenuous in a holiday-shortened week (markets are closed July 4th, and open only a half day on the 5th). While the S&P DID hit a new, all-time high of 5,500 on Tuesday, you can't really …
00:04:22 |
Wed 03 Jul 2024
7-2-24 How to Beat Earnings Estimates
Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs Deflation: The rate of change is slowing, but price…
00:46:14 |
Tue 02 Jul 2024
7-2-24 Interest Rates are a Function of Inflation and Economic Growth
Interest Rates have taken a big jump over the last few days, triggering an avalanche of emails, asking, 'what's going on?' Answer: Nothing. It's the end of the Quarter. There's lots of rebalancing go…
00:04:38 |
Tue 02 Jul 2024
7-1-24 The Confidence Dichotomy
The Supreme Court strikes down the Chevron Deference that allowed government agencies to dictate policy, bypassing Congress. This may be the biggest decision since their relegation of abortion policy…
00:46:13 |
Mon 01 Jul 2024
7-1-24 Markets Prepare for Second Half
The market is up a little more than 15% to date, for a very healthy start to the year. Friday's action, not surprisingly, was a little sloppy for the end of the quarter. Today is the first day of the…
00:03:42 |
Mon 01 Jul 2024
6-27-24 Market Downtrend: Understanding Snowball Effects and the Role of the Fed
Wrapping up the month of June, and the start of a new Quarter in July: Expect market volatility. Micron's miss will weigh on tech sector. Analysts' estimates have dropped by $5/share for Q3, lowering…
00:46:38 |
Thu 27 Jun 2024
6-27-24 Why Is Wall Street Selling off Nvidia?
Tonight's "great debate" doesn't mean much from a market perspective. However, with three months to go before the Presidential election, options markets have begun (already!) pricing-out the outcomes…
00:03:44 |
Thu 27 Jun 2024
6-26-24 The Irony in Consumer Confidence
Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors' common mistakes: Acting too soon, and over-reacting.…
00:46:12 |
Wed 26 Jun 2024
6-26-24 How Long Can Markets Remain Over-bought?
Markets are over-bought and can stay that way for a long time. Being over-bought is a function of momentum. A lot of market momentum will drive asset prices higher. This does NOT mean you won't see s…
00:04:44 |
Wed 26 Jun 2024
6-25-24 Is S&P 6,300 Outside the Realm of Possibility?
Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what posts to X (formerly known as Twitter) …
00:46:38 |
Tue 25 Jun 2024
6-25-24 What to do with Nvidia?
Did the darling of Wall Street take a drubbing? Nvidia headlines were rampant following its huge run and a 10:1 stock split. Now the stock has dropped 13% in three days. Don't panic. When Nvidia was …
00:04:25 |
Tue 25 Jun 2024
6-24-24 Avoid These Common Trading Mistakes
Market volatility closed out last week, as investors prepare to wrap June and Q2 business. Triple-witching Friday added to the excitement, and markets remain extremely over bought. The Conference Boa…
00:46:39 |
Mon 24 Jun 2024
6-24-24 Markets Remain Over-bought
Markets got extremely over-bought last week, and on Thursday and Friday began to burn off some of the excess. Much of the activity was due to options expirations on Friday. Technology has been drivin…
00:03:49 |
Mon 24 Jun 2024
Disclaimer: The podcast and artwork embedded on this page are the property of The Lance Roberts Show. This content is not affiliated with or endorsed by eachpod.com.