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The Real Investment Show Podcast

Business & Economics Podcasts

It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.

Location:

United States

Description:

It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.

Language:

English


Episodes
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5-9-24 Finding the Next Apple Using Buffett's Logic

5/9/2024
Is the pig really out of the python? (Excess savings are gone.) Who is still spending, and how? Government spending and consumer credit card usage; buy-now, pay-later (BNPL) plans being used to buy groceries and make ends meet. There are no stats to determine credit risk presented by BNPL companies. Markets sell-off, rally, and end at break-even. The correction is over...for now. No earnings growth outside the Magnificent Seven or top large-cap companies. Companies not rewarded greatly, but brutally punished. Uber, Shopify, Starbucks bellwethers of consumer spending. McDonald's, Five-Guys, inflation impact. Warren Buffett's challenge to find Apple; could he use his cash better? Inflation Report preview: Rents make up 40% of CPI; prices are still high. Why their inflation will be zero. CPI is a black box. Q1 strengths attributed to Seasonal Adjustments. Consumers will start weakening. Sentiment vs Inflation: All the market cares about is government data, regardless of how you feel. High prices will remain, but if unchanged next year, inflation will be zero. Markets are distorted from the fundamentals; valuations still matter. SEG-1: The Pig's NOT Out of the Python SEG-2: Analyzing Earnings: No Growth Outside Magnificent-7 SEG-3: Inflation Report Preview: Impact of Rents on CPI SEG-4: Sentiment vs Inflation: What the markets look at 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=C9aVqf8un5c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Finding The Next Apple Using Buffett's Logic" https://realinvestmentadvice.com/finding-the-next-apple-using-buffetts-logic/ "Economic Stagflation – Myth Or Reality?" https://realinvestmentadvice.com/newsletter/ "Stock Rally As Powell Sparks A Buying Frenzy" https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Market Volatility Reverses Again," is here: https://www.youtube.com/watch?v=FJqfWLf9Ntg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Difference Between the Price You See vs the Price You Pay is Growing" https://www.youtube.com/watch?v=1UkAPeqpMME&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/ #MarketBullishness #StockMarket #FinancialConcerns #EconomicData #MarketPerformance #RecessionExpectations #EarningsGrowth #MagnificentSeven #NegativeEarningsGrowth #TopStocks #TwitterChart #Markets #Money #Investing

Duration:00:46:43

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5-9-24 Market Volatility Reverses Again

5/9/2024
Markets sold-off, rallied, and then ending flat on Wednesday, good enough to chalk up another "green candle day." This just continues to show there are buyers entering the market. Remember, Sellers live higher, Buyers live lower. When Buyers evaporate, prices drop to the next level of pricing at which Buyers are willing to buy. How amazing it has been to see how rapidly the Volatility Index has reversed: It took 15-sessions for the VIX to go from 13 to 21; it took 13-days to go back to 13. What looks like a big spike in volatility, on a longer trend is barely a blip. Concern for a sell-off is past, and the correction is over; buyers are returning, and the greed factor is back. 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=FJqfWLf9Ntg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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/ #MarketVolatility #CorrectionIsOver #VIX #Bullishness #MarketCorrection #FederalReserve #InterestRates #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:03:11

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5-8-24 The Difference Between the Price You See vs the Price You Pay is Growing

5/8/2024
The Citi Surprise Index: When economists are disappointed in estimated numbers; that index is now at a low ebb. An uneventful earnings season is wrapping up with fair results; the only companies seeing margins grow are large caps. Markets eke out gains for 4th straight day; the benefits of a market pullback; CTA's have money to spend, plus resumption of stock buy backs. Old Shows & Actors; the great un-bundling of fee has created fees on fees; tipping & charges-per-squirt(!): Budget leakage. Buying Made in USA. AI Golf robots, Robocop, & Skynet; the worst financial mistake some families make: Living on a single paycheck. Balancing the equation with a stay-at-home parent; dealing with the skills gap; the impact of rising childcare costs, and what caused it (gov't. stimulus). Planning for College & Career Choices; five jobs with most potential to produce millionaires. The process of good financial habits. "It's not about how much you make, but how much you save." SEG-1: Analyzing the Citi Surprise Index SEG-2: Surprise Fees are Growing SEG-3: The Worst Financial Mistake Some Families Can Make SEG-4: Five Jobs Most Likely to Produce Millionaires 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=1UkAPeqpMME&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Economic Stagflation – Myth Or Reality?" https://realinvestmentadvice.com/newsletter/ "Stock Rally As Powell Sparks A Buying Frenzy" https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Aiming for 5,300," is here: https://www.youtube.com/watch?v=wm2kCMEF0Lo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Powell Sparks a Buying Frenzy" https://www.youtube.com/watch?v=VPodLCUQ4sw&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/ #MarketBullishness #CitiSurpriseIndex #StockMarket #FinancialConcerns #EconomicData #MarketPerformance #RecessionExpectations #SurpriseFees #WorstFinancialMistakes #FiveJobsProducingMillionaires #EconomicPredictions #CashlessSociety #RisingFees #BusinessCosts #DigitalPayments #ConsumerImpact #EconomicChallenges #UnbundlingFees #AffordabilityIssues #Markets #Money #Investing

Duration:00:46:43

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5-8-24 A Pullback Would Be Nice

5/8/2024
Markets ecked out a very small gain on Tuesday, chalking up four days of positive finishes. The buy signal is now firmly in place, and markets are becoming a bit over bought; a pullback at this point, with a bit of a hold, would be helpful. And a rally forward from that level would then continue the bullish trend. There is a lot of buying on deck with the return to stock buybacks and computer trading algorithms primed with about $80-billion in cash to use. There's a lot of potential buying in store over the next month. 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=FFM1UMhDHCk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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/ #MarketDecline #MarketPullback #Bullishness #MarketCorrection #FederalReserve #InterestRates #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:03:09

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5-7-24 Powell Sparks a Buying Frenzy

5/7/2024
Economists' 'rush-to-judgement' vs the lag effect catching up w economic data. Consumer spending and loan demand are waning as excesses in money supply are normalizing. The data re beginning to refute the "no recession" theme. Market correction is now over, bullish trend to resume. The challenge of NOT expecting recession; what the data is starting to show; not a lot of risk in credit markets...yet. That's where trouble will show up first. Geopolitical conflicts do mot matter to markets for long; world wars do. Spreads between corporate bonds vs treasuries are at an all time low (90bp). There's no stress in the economy...so far; pay attention to credit risk. 20th Anniversary of 2008 Financial Crisis is approaching. Letters from the IRS and a $34-B tax bill; the rich need to pay their "fair share;" defining "fair" (charts). The portability of wealth will be a factor when taxes rise too high. How about Congress spending LESS? Swiss Army to make knife with no blade for UK. Residual Seasonality in economic data: Always skewed by seasonal adjustments. SEG-1: The Lag Effect is Catching up w Economic Data SEG-2: Is Credit Risk the Canary in the Coal Mine? SEG-3: Defining "Fair Share" SEG-4: Knives without Blades; Residual Seasonality Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: ------- Articles mentioned in this report: "Economic Stagflation – Myth Or Reality?" https://realinvestmentadvice.com/newsletter/ "Stock Rally As Powell Sparks A Buying Frenzy" https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Aiming for 5,300," is here: https://www.youtube.com/watch?v=wm2kCMEF0Lo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What is Economic Stagflation – Myth Or Reality?" https://www.youtube.com/watch?v=I5d2BCsJQr8&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/ #MarketBullishness #CreditSpreads #StockMarket #FinancialConcerns #EconomicData #MarketPerformance #RecessionExpectations #EconomicPredictions #ShockEffect #MarketPsychology #EonomicHealth #FinancialConfidence #IncomeTaxes #Markets #Money #Investing

Duration:00:46:43

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5-7-24 Aiming for 5,300

5/7/2024
Markets rallied to close above the 50-DMA on Monday, triggering computers' buy programs, and a final push at the end of the day produced a close at the high for the session. Markets are now over bought and on a buy signal with no real, near-term concerns about a decline. Watch for a bit of sloppy trading over the next few days, and what would be great would be for markets to re-test the 50-DMA, hold it, and then make another move higher over the next few days. This would confirm a pathway to re-test previous highs. We think 5,200 or 5,300 is likely the top of this 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=wm2kCMEF0Lo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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/ #SP5300 #MarketDecline #NOConcern #Bullishness #MarketCorrection #FederalReserve #InterestRates #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:04:17

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5-6-24 What is Economic Stagflation?

5/6/2024
There are three possible paths for markets, moving forward. Markets are at a critical juncture at the 50-DMA; earnings "beat-rate" has been low, and earnings misses have been severely punished. Looking at the Fed's liquidity strategies; the markets' possible direction from this point. In dealing with inflation, which data measurement matters? Him's, Her's, & Botox: The rise in Gen-Z use of cosmetics for better selfies. What is Stagflation, and do we really have it? Inflation tracks economic growth; stagflation = high inflation, low economic growth, & high unemployment. We currently have record low unemployment, inflation is about average, not high, and there is decently strong economic growth. This is not That '70's Show. YouTube chat response: You cannot double-count inflation. SEG-1: Markets Are at a Critical Juncture at the 50-DMA SEG-2: Three Paths for Markets Moving Forward SEG-3: Is There Really Stagflation? SEG-4: You Cannot Double-count Inflation 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=I5d2BCsJQr8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Economic Stagflation – Myth Or Reality?" https://realinvestmentadvice.com/newsletter/ "Stock Rally As Powell Sparks A Buying Frenzy" https://realinvestmentadvice.com/stock-rally-as-powell-sparks-a-buying-frenzy/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Markets' Critical Resistance at 50-DMA " is here: https://www.youtube.com/watch?v=MFiJNHKMRm4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Who'll Win the Tax Cut Battle?" https://www.youtube.com/watch?v=iMV5vU7krsc&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/ #EconomicGrowth #EconomicStagflation #GDP #PCE #PriceIndex #StockMarket #FinancialConcerns #EconomicData #MarketPerformance #ElectionYear #FOMCMeeting #InterestRates #EmploymentReport #RetailSales #EarningsSeason #ShareBuybacks #FederalReserve #EconomyManipulation #Recession #Inflation #SocialSecurity #Medicare #Frugality #IncomeTaxes #Markets #Money #Investing

Duration:00:46:41

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5-6-24 Markets' Critical Resistance at 50-DMA

5/6/2024
Markets are right at the 50-DMA which is critical resistance. It's make or break time: If markets break to the upside, we'll try to retest previous market highs at around 5,200. 80% of earnings reports are behind us, and those were "not great" with a very low beat rate. The majority of growth came from large cap companies. Earnings misses were brutally punished; rewards were not that great. The pressure at the moment is to the upside with the Fed becoming somewhat dovish at the moment. External distracions like the whether we'll get a recession, what's happening with ther Yen, and the geopolitical situation: Pay attention to markets in the near term with bias to the upside. IF we break below the 100-DMA, then we'll have someething to talk about. 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=MFiJNHKMRm4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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/ #PumpAndDump #MarketCorrection #FederalReserve #InterestRates #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:04:27

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5-3-24 Who'll Win the Tax Cut Battle?

5/3/2024
Apple's results + the Biggest Buyback Ever: Are iPhones becoming a high-tech toaster? Labor/Jobs Report preview; what the Fed may do. It is surprising the market is now down more than 5%. This has been a government-driven economy. Janet Yellen is a Marxist. Who will win the tax cut battle? We'll all lose. It's apsneding problem, not a revenue problem. Why are taxing lines drawn at $400k? The life of a WalMart manager; tax dollars go to waste. New Department of Valuations. Next Lunch & Learn preview: Medicare. Are advisors giving conflicting advice on Social Security? No one wants to address Medicare; get a second opinion before taking SS early. The surge in interest in annuities; Gen-Z would rather have insurance than stocks: Stable income from annuities. Gen-Z living frugally: The differing attitudes of younger generations. SEG-1: Apple Results & The Biggest Buyback Ever SEG-2: Who'll Win the Tax Cut Battle? SEG-3: Are Advisors Giving Conflicting SS Advice? SEG-4: Why Gen-Z Would Rather Have Inusrance than Stocks 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=iMV5vU7krsc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Fed Policies Turn The Wealth Gap Into A Chasm" https://realinvestmentadvice.com/fed-policies-turn-the-wealth-gap-into-a-chasm/ "Bullish Sentiment Index Reverses With Buybacks Resuming" https://realinvestmentadvice.com/bullish-sentiment-index-reverses-with-buybacks-resuming/ "Sucker Rally Or The Return Of The Bulls" https://realinvestmentadvice.com/newsletter/ "Retail Sales Data Suggests A Strong Consumer Or Does It" https://realinvestmentadvice.com/retail-sales-data-suggests-a-strong-consumer-or-does-it/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Markets Pump & Dump" is here: https://www.youtube.com/watch?v=Spzj5xO7bCE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Powell Holds Pat" https://www.youtube.com/watch?v=I_zLhdhUmR4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=62s -------- 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/ #AppleStockBuybak #iPhoneSalesDrop #MarketPerformance #ElectionYear #FOMCMeeting #InterestRates #EmploymentReport #RetailSales #EarningsSeason #ShareBuybacks #FederalReserve #EconomyManipulation #Recession #Inflation #SocialSecurity #Medicare #Frugality #JaneetYellen #IncomeTaxes #Markets #Money #Investing

Duration:00:46:46

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5-2-24 Powell Holds Pat (and the wealth gap becomes a chasm)

5/2/2024
Market volatility returns amid earnings season, with McDonald's, KFC, and Starbuck's reporting weak earnings, suggesting tru impact of inflation on consumers, wjho are becoming more price-conscious. Markets perform a pump & dump on Wedesnday, with stock retesting the 20-DMA...and failing. Pelaton earnings disappoint; the Fed holds rates steady; everything is fine, but they're not cutting rates. Discussion of what this means for markets, liquidity, and reduction of Fed balance sheet. The Treasury's Bond Strategy. Pelaton Drama: CEO Exit; what the Fed said; markets have already priced-in the plan. The Fed sees the economy is gradually slwoing, and wants to get ahead of recession. Underlying data is weaker than headline numbers. Powell says, "no stag, no flation." Apple earnings preview, flip-phones, '90's music, & The Rolling Stones. Warren Buffett says no eye-popping returns in store. Apple is not a high-growth company. Too many companies are buying back stocks at too high a price. Buybacks will provide some support for large-cap companies. The challenge is going to be economic growth: Will earnings estimates come down? SEG-1: Market Volatility Returns SEG-2: Peloton Earnings & Fed Holds Rates Steady SEG-3: Peloton Drama & What the Fed Said SEG-4: Apple Flip Phones, '90's Music, & The Rolling Stones 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=I_zLhdhUmR4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=62s ------- Articles mentioned in this report: "Fed Policies Turn The Wealth Gap Into A Chasm" https://realinvestmentadvice.com/fed-policies-turn-the-wealth-gap-into-a-chasm/ "Bullish Sentiment Index Reverses With Buybacks Resuming" https://realinvestmentadvice.com/bullish-sentiment-index-reverses-with-buybacks-resuming/ "Sucker Rally Or The Return Of The Bulls" https://realinvestmentadvice.com/newsletter/ "Retail Sales Data Suggests A Strong Consumer Or Does It" https://realinvestmentadvice.com/retail-sales-data-suggests-a-strong-consumer-or-does-it/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Markets Pump & Dump" is here: https://www.youtube.com/watch?v=Spzj5xO7bCE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Happens When Companies Miss?" https://www.youtube.com/watch?v=MfJJripGmTg&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/ #MarketPerformance #ElectionYear #FOMCMeeting #InterestRates #JeromePowell #EmploymentReport #RetailSales #EarningsSeason #EquitiesRebound #MarketCorrection #CorporateEearningsImprovement #CEOconfidence #ShareBuybacks #EquityBuying #Outlooks #Cash #Capital #BusinessEvaluation #FinancialOpportunity #StrategicInvestmentDecisions #FederalReserve #EconomyManipulation #Recession #Inflation #GoldilocksEconomy #RealRateOfFedFunds #RestrictiveRate #InflationaryConcerns #Markets #Money #Investing

Duration:00:46:47

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5-2-24 Markets Pump & Dump

5/2/2024
Markets traded lower Tuesday, about 30-basis points below Monday's action. However, during the intra-day, markets underwent a massive flip: Stocks retested the 20-DMA following the Fed's announcement to hold rates steady; but in the final hour of trading, markets had a sharp sell-off to complete reverse all the day's gains. Markets will open higher today in an attempt to rally again. Technically speaking, a rising trend of bottoms is begining to emerge, and a consolidation wedge of prices is becoming apparent. This may be indicative of markets getting through the corrective process; May tends to be a weaker month, so more market sloppiness can be expected. 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=Spzj5xO7bCE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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/ #PumpAndDump #MarketCorrection #FederalReserve #InterestRates #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:03:45

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5-1-24 What Happens When Companies Miss?

5/1/2024
Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to increase; tax flight is inevitable. Market correction continues; can it hold support at 100-DMA? A 10% correction would be normal. Earnings recap (so far) Amazon, CVS/Healthcare: Baby Boomers' elective surgeries are impacting insurors' actuarial tables; the rash of retirees. AMD disappoints because their report was on-target, not better-than-expected. Overall, a mixed-bag of results. What happens when companies miss? META: Is the 'Metaverse' fading? Lance's Bitcoin commentary. Fed meeting preview: Inflation proving stickier than expected. Will the Fed hike rates? Ho the Fed communicates to markets: Different speakers' different takes w/policy trial balloons. There has been no conversation about not cutting rates. (Markets and the Fed only pay attention to Government economic numbers.) Markets are now expecting only one rate cut and are up 8%: Is there really a need to cut rates? Markets will key-in on when rates are to be cut, and the relative dovishness of Jerome Powell. The Perfect Investment/revisited: The value of cash in portfolio holdings. SEG-1: Fed Day & Dovish Expectations, Market Correction SEG-2: Earnings Review: What happens when companies miss? SEG-3: FOMC Preview: Price Inflation Stickier than Expected SEG-4: The Perfect Investment & The Value of Cash 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=MfJJripGmTg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Bullish Sentiment Index Reverses With Buybacks Resuming" https://realinvestmentadvice.com/bullish-sentiment-index-reverses-with-buybacks-resuming/ "Sucker Rally Or The Return Of The Bulls" https://realinvestmentadvice.com/newsletter/ "Retail Sales Data Suggests A Strong Consumer Or Does It" https://realinvestmentadvice.com/retail-sales-data-suggests-a-strong-consumer-or-does-it/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "The Normality of a 10% Correction" is here: https://www.youtube.com/watch?v=wxwEhInc7QM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Bullish Sentiment Index Reverses With Buybacks Resuming" https://www.youtube.com/watch?v=wy2IA1Zj_Mw&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/ #MarketPerformance #ElectionYear #FOMCMeeting #InterestRates #JeromePowell #EmploymentReport #RetailSales #EarningsSeason #EquitiesRebound #MarketCorrection #CorporateEearningsImprovement #CEOconfidence #ShareBuybacks #EquityBuying #Outlooks #Cash #Capital #BusinessEvaluation #FinancialOpportunity #StrategicInvestmentDecisions #Markets #Money #Investing

Duration:00:46:40

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5-1-24 The Normality of a 10% Correction

5/1/2024
Markets came off support at the 100-DMA, rallied to the 50-DMA and failed in a first test of resistance. No dramatic surprise. The important thing now is to hold support at the 100-DMA. The month of April was somewhat weak, and historically, that leads to a stronger May; we'll see if that plays out because May tends to be a weaker-performing month, particularly during Presidential Election Years. There is potential for this correction to drag out, and the risk is the extreme deviation which remains at the 200-DMA at around 4,700. There is another 5% decline needed to get down to that level. Peak-to-trough, that would encompass a 10% correction that we've been talking about. And that would be completely normal. 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=wxwEhInc7QM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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 #FederalReserve #MarketPullback #InterestRates #HawkishFed #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:03:12

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4-30-24 Bullish Sentiment Index Reverses With Buybacks Resuming

4/30/2024
Fed Meeting preview; earnings season contiunes, buybacks about to resume. What's up the the Yen? Corporations are the net buyers of stocks; the correction is done: There's lots of underlying support for markets; after two good market days, closing above 20-DMA, moving to re-test 50-DMA, but likely to fail, dependent upon Fed comments. Lance & Jonathan discuss the Astro's, dance team tryouts, and the problem with investor negativity. Similarities with AI and Dot-coms: Will this be the next crash? What will create a credit-related event? Why the current correction is done...for now. The ipact of stock buybacks; investing the contrarian way. Lance & Jonathan answer an email about The Perfect Investment: 10-yr. Treasuries vs Annuities; the three components of investing (you only get any two). SEG-1: Fed Meeting Preview & The Yen SEG-2: Astro's, Dance Teams, & The Problem w Investor Negativity SEG-3: Why the Current Correction is Done SEG-4: The Perfect Investment 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=wy2IA1Zj_Mw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Bullish Sentiment Index Reverses With Buybacks Resuming" https://realinvestmentadvice.com/bullish-sentiment-index-reverses-with-buybacks-resuming/ "Sucker Rally Or The Return Of The Bulls" https://realinvestmentadvice.com/newsletter/ "Retail Sales Data Suggests A Strong Consumer Or Does It" https://realinvestmentadvice.com/retail-sales-data-suggests-a-strong-consumer-or-does-it/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Is a Market Pullback Ahead?" is here: https://www.youtube.com/watch?v=Te4b0zqK2NA&list=PLVT8LcWPeAujhW-HlRJGaPa9tDN_GthEg&index=1 ------- Our previous show is here: "Sucker Rally Or The Return Of The Bulls?" https://www.youtube.com/watch?v=L-C8B7DfDGw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=78s -------- 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/ #MarketPerformance #ElectionYear #FOMCMeeting #InterestRates #JeromePowell #EmploymentReport #RetailSales #EarningsSeason #EquitiesRebound #MarketCorrection #CorporateEearningsImprovement #CEOconfidence #ShareBuybacks #EquityBuying #Outlooks #Markets #Money #Investing

Duration:00:46:36

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4-30-24 Is a Market Pullback Ahead?

4/30/2024
Futures are somewhat depressed after two good days in the markets, wjhich follow six days of selling. We noted that Sellers live higher, Buyers live lower. Markets closed above the 20-DMA on Monday, and the big test to day will be at the 50-DMA...which will likely fail. A market pullback ahead of tomorrow's Fed announcement would be no surprise. But, if the Fed says something that's perceived as being more hawkish, markets could certainly come down to test the 100-DMA. Comments reiterating plans to cut rates, however, could motivate markets higher above the 50-DMA over the next couple of weeks. 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=Te4b0zqK2NA&list=PLVT8LcWPeAujhW-HlRJGaPa9tDN_GthEg&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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 #MarketPullback #InterestRates #HawkishFed #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:03:29

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4-29-24 Sucker Rally Or The Return Of The Bulls

4/29/2024
Market performance in election years is marked by investor anxiety over the outcome, and the potential for outlying risk. The FOMC Meeting this week: will the Fed halt plans for cuts, and possibily even hike rates? Expectations for strong employment numbers. Markets rally on PCE report, beginning to build a new, bullish trend. This will be a busy earnings week. When the correction comes, how you will play? The liquidity boost from tax receipts in April & October. Retail sales details: Are things as strong as they seem: Paying more to buy the same. Is AI the wave of the future for cargo shipping? The AI conundrum and the future of work: What happens to all those displaced? The economic impact of AI: Shrinking middle class, expanding lower class, concentration of wealth among the ultra-high class. SEG-1: Market Performance in Election Years SEG-2: When the Correction Comes SEG-3: The Devil in the Details in Retail Sales SEG-4: The AI Conundrum & Future of Work 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=L-C8B7DfDGw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=78s ------- Articles mentioned in this report: "Sucker Rally Or The Return Of The Bulls" https://realinvestmentadvice.com/newsletter/ "Retail Sales Data Suggests A Strong Consumer Or Does It" https://realinvestmentadvice.com/retail-sales-data-suggests-a-strong-consumer-or-does-it/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Are Markets Building a New Bullish Trend?" is here: https://www.youtube.com/watch?v=E0vWNP7EeBQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are You Prepared for Higher Taxes?" https://www.youtube.com/watch?v=nYPi4NguyyI&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/ #MarketPerformance #ElectionYear #FOMCMeeting #InterestRates #JeromePowell #EmploymentReport #SuckerRally #RetailSales #EarningsSeason #ArtificialIntelligence #AI #Shipping #Labor #FutureOfWork #Markets #Money #Investing

Duration:00:46:46

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4-29-24 Are Markets Building a New Bullish Trend?

4/29/2024
Markets rallied nicely on Friday on the latest PCE report that suggests the economy is doing very well, plus booming quarterly reports from Goodle and Microsoft. In theory a new, bullish trend in the market is beginning to build, with higher lows and higher highs. If we can break out of the convergence of the 20 and 50-DMA's, markets have a shot at re-testing previous highs. 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=E0vWNP7EeBQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- 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/ #BuildingBullishTrend #Microsoft #Google #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:03:43

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4-26-24 Are You Prepared for Higher Taxes?

4/26/2024
Markets & Earnings Recap, PCE Preview: What is the Fed going to do? Tesla takes it on the chin; Mortgage rates and home prices are on the rise; are homeowners feeling trapped? How far will your money go in retiremetn? Higher taxes are coming; who'll pay the most? Training for Retirement: How to flip the switch from accumulation to de-cumulation; living without that paycheck. Budgeting and spending planning: Where does the money go? Compounding only works if the principal remains untouched. Automating savings. Putting underwear on a payment plan; the ugly truth about automobile financing. Wall Street exists to sell you product. Current tax code expires at the end of 2025; are you prepared to pay higher taxes? Who's really paying their "fair share?" What happens to capital gains rates? What about unrealized capital gains? SEG-1: PCE Preview: What Will the Fed Do? SEG-2: Training for Retirement SEG-3: Putting Underwear on a Payment Plan SEG-4: Are You Prepared for Higher Taxes? Hosted by RIA Advisors Senior Advisors, Danny Ratliff, CFO, w Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=nYPi4NguyyI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Overconfidence In NFL Drafts: A Lesson For Investors" https://realinvestmentadvice.com/overconfidence-in-nfl-drafts-a-lesson-for-investors/ "Economic Warning From The NFIB" https://realinvestmentadvice.com/economic-warning-from-the-nfib/ "Fed Chair Jerome Powell Suggests “Higher For Longer” https://realinvestmentadvice.com/newsletter/ ------- REGISTER for our next Lunch & Learn: "Transitioning to Medicare" https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=49 ------- The latest installment of our new feature, Before the Bell, "Downside Risk is Alive and Kicking!" is here: https://www.youtube.com/watch?v=QDRSELUUdwY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Lessons for Investors from the NFL Draft" https://www.youtube.com/watch?v=f7TjrCiY1s8&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/ #TaxBurden ##TaxCutsAndJobsAct #2024Election #TaxCodeExpiration #GovernmentInaction #TaxBrackets #IncreasingPercentages #Retirement #CommercialRealEstate #EconomicReports #SupplyAndDemand #NFLDraft #InvestorOverConfidence #InflationAdjustedSales #EconomicPerformance #EconomicWeakness #RetailSales #NFIBConcerns #SmallBusinessSales #EmploymentImpacts #ConsumerSpendingTrends #MaximizingBenefits #MarriedCouples #Longevity #SpouseConsideration #Viability #Markets #Money #Investing

Duration:00:46:45

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4-25-24 Lessons for Investors from the NFL Draft

4/25/2024
Lance is Back! What is really happening in Commercial Real Estate: Getting distressed inventories off the books at deep discounts. Market performance recap: Nice bounce off the 100-DMA; PCE coming: What it means & why it's important.Economic strength is keeping inflation high; can it last? After markets' nice sell off, downside risk still remains. Paying attention to economic reports and supply & demand; looking at Q1 GDP estimates; market review: Tesla & Meta: Narratives are fine, but look at the technicals. Bond auction narratives have been all over the place. Lessons for investors from the NFL: Avoid over-confidence. The difference between college & pro ball = retail vs pro investors. "Zig then the others Zag," Warren Sharp. "Groupthink = group stink," Doug Kass. Markets vs headlines; economic data vs polls; the steakhouse crowd vs the pubs; prices are the problem. The wealth gap plays havoc with inflation, which no one can really measure. SEG-1: What's Really Happening in Commercial Real Estate SEG-2: Economic Reports vs Supply & Demand SEG-3: Lessons for Investors from the NFL Draft SEG-4: Steakhouse Crowds, Pubs, and Polls 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=f7TjrCiY1s8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Overconfidence In NFL Drafts: A Lesson For Investors" https://realinvestmentadvice.com/overconfidence-in-nfl-drafts-a-lesson-for-investors/ "Economic Warning From The NFIB" https://realinvestmentadvice.com/economic-warning-from-the-nfib/ "Fed Chair Jerome Powell Suggests “Higher For Longer” https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Downside Risk is Alive and Kicking!" is here: https://www.youtube.com/watch?v=QDRSELUUdwY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Does Realistic Retirement Look Like?" https://www.youtube.com/watch?v=nMvKYdHl_Ik&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/ #CommercialRealEstate #EconomicReports #SupplyAndDemand #NFLDraft #InvestorOverConfidence #InflationAdjustedSales #EconomicPerformance #EconomicWeakness #RetailSales #NFIBConcerns #SmallBusinessSales #EmploymentImpacts #ConsumerSpendingTrends #MaximizingBenefits #MarriedCouples #Longevity #SpouseConsideration #Viability #Markets #Money #Investing

Duration:00:46:15

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4-25-24 Downside Risk is Alive and Kicking!

4/25/2024
Markets' predicted sell off occurred, and there's still room to the downside. As we've noted, a 5 - 10% correction was very possible because of markets' extreme deviation from the 200-DMA. That gap still must be closed, and to do so will take the market down to about the 4700 level. We've already taken a 5.5% correction to the 100-DMA. Yesterday's impact of META and IBM did not help. Today we'll test support at the 100-DMA: If markets can hold at that point, we're likely going to be through the correction, However, if the market fails at the 100-DMA, it will then drop to test the 200-DMA to completely close that deviation. We're about halfway through the sentiment reversal cycle for the bulls. 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=QDRSELUUdwY&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/ #DownsideRisk #OversoldMarket #RebalancingRisk #MarketSupport #MarketCorrection #20DMA #50DMA #100-DMA #InvestingAdvice #Money #Investing

Duration:00:04:45