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
How Wall St. Cooks the Books (and how you can tell) (7/25/23)
(7/25/23) Mega Cap companies report earnings today; recession still seems a long way away. Transportation, Materials, and Airlines are all doing well, despite some economic indicators to the contrary…
00:46:08 |
Tue 25 Jul 2023
Moving Averages Are Sloping Higher (7/25/23)
(7/25/23) All moving averages are now sloping higher, putting a very bullish perspective on markets (the slope of a moving average is what tells you the trend of the market). However, deviations from…
00:02:50 |
Tue 25 Jul 2023
Earnings Parade Continues (7/24/23)
(7/24/23) Will market volatility return with a rebalancing of the NASDAQ and Index Funds: Where will the money go? The Barbenheimer Weekend; GDP & Debr-driven liquidity: The problem of debt servicing…
00:45:13 |
Mon 24 Jul 2023
Will the NASDAQ Rebalance Matter? (7/24/23)
(7/24/23) The NASDAQ today will reduce the weightings of its top ten stocks, and rebalance the rest of the index with those new weightings in place. Could this cause a decline in the markets? Index f…
00:03:04 |
Mon 24 Jul 2023
How to Demolish Your Retirement (7/21/23)
(7/21/23) Are you happy with the markets? You can't fight the tape; the slowdown of the consumer has yet to occur; transcripts of earnings calls have not been dire. How to deal with IRS Rules changes…
00:46:48 |
Fri 21 Jul 2023
Living with the Lag Effect (7/20/23)
(7/20/23) Earnings season continues with Regional Banks' performance, "so far, so good," but related concerns persist. Markets have retraced over 78% of their decline from January 2022 all-time highs…
00:46:14 |
Thu 20 Jul 2023
Does Market Retracement Spell Return to All-time Highs? (7/20/23)
(7/20/23) Concerns of a bear market retracement are predicated on a credit-related issue, like, for example, the banking sector crisis. But Markets have now retraced over 78% of the decline from peak…
00:05:45 |
Thu 20 Jul 2023
The Conundrum of Early Retirement (7/19/23)
(7/19/23) Investors' return to exuberance: Is the worst behind us? More to come in August and September. Markets are still hoping for a rate cut; is that realistic? Markets may be getting ahead of th…
00:46:42 |
Wed 19 Jul 2023
Is Market Upside Limited? (7/19/23)
(7/19/23) Markets are excited as earnings season progresses with results beating (lowered) estimates; pay attention to what companies are saying about their earnings: Are they making more money...or …
00:04:08 |
Wed 19 Jul 2023
Investing Around Political Landmines (7/18/23)
(7/18/23) Bank earnings reports continue to bolster optimism: Will bailout facilities be enough? Manufacturing Indexes turn positive after too long in negative mode; looking for an upturn in the busi…
00:46:44 |
Tue 18 Jul 2023
Time to Look at Re-balancing Risk (8/18/23)
(7/18/23) Markets have been trending upward on all three moving averages, 20-DMA, 50-DMA, and 100-DMA. When they're all in agreement, that's confirmation of a bullish market. And with the gap spread …
00:03:13 |
Tue 18 Jul 2023
Has the Risk of Recession Lessened? (7/17/23)
(7/17/23) Markets are doing what they do: Can Earnings live up to expectations, going forward? Inflation (as measured) is coming down, but prices paid have not. There is competing data: Optimism vs P…
00:46:47 |
Mon 17 Jul 2023
Net Interest Income is Off the Charts (7/17/23)
(7/17/23) Regional banks have been "in trouble" since the first of the year, thanks to higher interest rates and declining collateral values. Customers' moving deposits to bigger banks and money mark…
00:04:11 |
Mon 17 Jul 2023
Why Should the Fed Lower Rates Now? (7/13/23)
(7/13/23) Elon Musk's ChatGPT challenger, xAI, is the source of an order boom for NVDIA chips. Meanwhile, markets respond to a cooler-than-expected CPI print. Social Media Influencers & Human Bait; D…
00:46:47 |
Thu 13 Jul 2023
Does CPI Change Fed's Rate Hike Views? (7/13/23)
(7/13/23) A weaker-than-expected .2% CPI report resulted in a market rally that broke out of the consolidation range. Markets interpreted the drop to 3% YOY inflation to infer the Fed will halt its i…
00:04:18 |
Thu 13 Jul 2023
Why Financial Plans Fail (7/12/23)
(7/12/23) Markets' anticipation of inflation would result in a moderate decline (in fact, June CPI printed at .2% for a 3% inflation rate). Meanwhile the NFIB report reflected improving moods among s…
00:46:47 |
Wed 12 Jul 2023
Why We've All Become Bettors Against the CPI (7/12/23)
(7/12/23) CPI predictions ranged from .5% to flat, prior to the announcement that inflation in June rose only .2%. Year-over-year inflation rose 3%, less than the more recent 4% inflation. Predicted …
00:03:50 |
Wed 12 Jul 2023
Surplus Cash is Ending (7/11/23)
(7/11/23) The next CPI report is on the way: What will the Fed say? Why Core Inflation matters; investors are dancing from one form of FOMO to the other. NFIB report preview; defining the rally: A bu…
00:46:57 |
Tue 11 Jul 2023
Can Markets Do No Wrong? (7/11/23)
(7/11/23) Markets remain atop the 20-DMA, seemingly doing nothing wrong at this point, continuing to drift-up that average. We are still on a sell-signal from elevated levels, and the current bullish…
00:04:06 |
Tue 11 Jul 2023
Inside the Q2 Reports: Why Sales Matter (7/10/23)
(7/10/23) NVDIA sets the tone as Earnings Season begins. Companies this time need to achieve a double-beat on earnings as well as sales. Banks & Financials will lead the way this week: What will Loan…
00:46:46 |
Mon 10 Jul 2023
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