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
- 3005
- Years Active
- 2017 - 2025
What the VIX is Saying
(12/7/23) As recently as October the Volatility Index (VIX) was rising, spurring concerns about super-bearish outcomes; and as the VIX was very extended, we were looking for a reversal in November th…
00:04:36 |
Thu 07 Dec 2023
Will 2024 See a Soft-landing, Recession...or Worse? (12/6/23)
(12/6/23) Will there be a soft-landing, recession, or worse in 2024...or not until 2025? There is still lots of liquidity sloshing around the system. Focus on risk management & timing management; mar…
00:46:06 |
Wed 06 Dec 2023
What Happens When Buybacks Go Away (12/6/23)
(12/6/23) Markets "slopped" around on Tuesday, preparing to fulfill our prophecy of a market correction in early December. Corrections can also be a consolidation, with sideways market action for a p…
00:03:54 |
Wed 06 Dec 2023
Is There Hope for 2024? (12/5/23)
(12/5/23) There have been fewer declining economic surprises of late as the economy weakens. We're noting a surge in use of buy-now/pay-later services; Economic data is artificially inflated: GDP vs …
00:46:06 |
Tue 05 Dec 2023
Markets Begin Year-End Gyrations (12/5/23)
(12/5/23) Markets sold off, despite bouts of buying, as investors take advantage of the dips. Mag-7 has been lagging under pressure...but don't read too much into that: Mutual Funds are rebalancing t…
00:04:30 |
Tue 05 Dec 2023
Is the 'Everything' Rally Over? (12/4/23)
(12/4/23) Welcome to the first full week of December trading; a review of Mrs. Roberts' Birthday Weekend; market-wise, the stock buy back window is closing; expectations for a hawkish Fed statement n…
00:45:55 |
Mon 04 Dec 2023
Is a Sell-off Near for the Magnificent Seven? (12/4/23)
(12/4/23) The S&P has had a terrific run, now two standard deviations above the 50-DMA, but it's also getting a little extreme at this point. Normally, when markets trade at this level, you will get …
00:04:51 |
Mon 04 Dec 2023
Will You Be Visited by Ghosts of Financial Mistakes-past? (12/1/23)
(12/1/23) The next James Bond movie should be called, "Convexity," starring Michael Lebowitz; looking at the Climate Summit: What's on Bill Gates' agenda? ESG is a farce; it's all about big business;…
00:46:06 |
Fri 01 Dec 2023
Doing the Bond Math in Fiscal Dysfunction (11/30/23)
(11/30/23) Face-off Movie, Bond Math, and Market Preview: How does the Consumer continue to spend? Texas' Christmas spending habits = $817/avg. Budgeting for Christmas w price pressure in mind. Will …
00:45:57 |
Thu 30 Nov 2023
What Would Charlie Munger Do? (11/29/23)
(11/29/23) Berkshire Hathaway #2 man, Charlie Munger has passed at age 99; Danny & Jon review his greatest quotes & investing philosophies; Mark Cuben divests his majority stake in the Dallas Maveric…
00:46:06 |
Wed 29 Nov 2023
If You Think You Made Too Much Money this Year... (11/28/23)
(11/28/23) After a protracted Thanksgiving break, Danny and Jonathan preview markets and economic releases this week, along with Fed minutes & holiday spending trends: Thanksgiving wasn't cheap, and …
00:46:04 |
Tue 28 Nov 2023
Dave Ramsey is Wrong About Retirement Withdrawal Rates (11/24/23)
(11/24/23)Withdrawal Rates & Recency Bias: Why Dave Ramsey is wrong about withdrawal rates. MorningStar: Dealing with higher fixed-income rates: not here to stay. Why the 4% Withdrawal Rate is back..…
00:24:18 |
Fri 24 Nov 2023
The Fed's Conundrum (11/23/23)
(11/23/22) Recession will occur when employment turns sour. Fed guidance to markets: Not saying anything for a while, positioning to be "right," regardless of outcome. Why would the Fed cut rates? Th…
00:11:47 |
Thu 23 Nov 2023
What Does the Fed Know It's Not Telling Us? (11/22/23)
What does the Fed know that they're not telling the rest of us? Comparing 2016-19 to now: The Fed managed rate changes and the lag effect, saving the hedge funds. What happens in an economy dependent…
00:12:26 |
Wed 22 Nov 2023
Why the S&P is Up 17% and You're Not (11/21/23)
(11/21/23) Earnings Season continues with NVIDIA set to report this evening after the bell: expectations are high, and if there's a miss, markets may punish. Markets have become very elevated only a …
00:45:47 |
Tue 21 Nov 2023
Markets Need a Breather (11/21/23)
(11/21/23) Markets had a good day on Monday on low volume to start a holiday shortened trading week, pushing into three standard deviations from the 50-DMA. While that's not a huge bear flag, markets…
00:04:39 |
Tue 21 Nov 2023
Season Season on Wall Street (11/20/23)
(11/20/23) A look at the highest-grossing horror films of all time, and holiday week markets: July's market exuberance was followed by a predicted decline into October, which was entirely normal for …
00:46:11 |
Mon 20 Nov 2023
Looking for a Market Pullback (11/20/23)
(11/20/23) Back in July we noted heightened market complacency following a run up into the Suymmer, and that we were due for a correction of between 5- and 10%, which would be absolutely normal in an…
00:04:40 |
Mon 20 Nov 2023
Defining "Safe" Retirement Spending: Is the 4% Rule Back? (11/17/23)
(11/17/23) Richard Rosso's adventures in Houston traffic, market seasonality, and stock-bond correlation: Why would the Fed cut interest rates now? WalMart's results: What are companies going to do d…
00:46:08 |
Fri 17 Nov 2023
The Year of The Magnificent Seven (11/16/23)
(11/16/23) This will be The Year of the Magnificent Seven--those dominant stocks that have powered the markets, responsible for 112% of this year's gains. Markets are working through earnings season;…
00:46:01 |
Thu 16 Nov 2023
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