The Real Investment Show Podcast
3,294 episodes — Page 53 of 66
7/7/20 Are You Over-paying for Your Investments?
Wherein we question the wisdom of paying a price based upon 10x or 20x earnings...in the future... RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-bullish-test-comes-as-earnings-season-begins-07-03-20/ https://realinvestmentadvice.com/the-death-of-fundamentals-the-future-of-low-returns/ https://realinvestmentadvice.com/the-theory-of-mmt-falls-flat-when-faced-with-reality-part-ii/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
7/7/20 Technically Speaking Tuesday (Full Show)
SEG-1: Earnings Seasons Greetings SEG-2: Why Markets Have Already Price-in COVID SEG-3: Are You Over-paying for Your Investments? SEG-4: Beware Promises of Chickens in Every Pot -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-bullish-test-comes-as-earnings-season-begins-07-03-20/ https://realinvestmentadvice.com/the-death-of-fundamentals-the-future-of-low-returns/ https://realinvestmentadvice.com/the-theory-of-mmt-falls-flat-when-faced-with-reality-part-ii/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
7/6/20 Why We Can't Just Go Back to Work
A double-header podcast--two segments addressing the political plays at stake for markets, and the ridiculous notion of offering "back to work bonuses" for workers who cannot get jobs (because no one's hiring!) RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-bullish-test-comes-as-earnings-season-begins-07-03-20/ https://realinvestmentadvice.com/the-theory-of-mmt-falls-flat-when-faced-with-reality-part-ii/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
7/6/20 The Back to Work Episode (Full Show)
SEG-1: Back from Vacation Recap; As the Economy Re-opens SEG-2: Fireworks and Beirut; Why July is Good for Markets SEG-3: Why We Can't Just Go Back to Work SEG-4: The Political Play for Markets -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/the-bullish-test-comes-as-earnings-season-begins-07-03-20/ https://realinvestmentadvice.com/the-theory-of-mmt-falls-flat-when-faced-with-reality-part-ii/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
6/26/20 Financial Fitness Friday (Full Show)
SEG-1: Unemployment Issues Continue; What to look for next SEG-2: Vacation Reading; The Recovery Process SEG-3: A Revolution in Household Finances SEG-4: Candid Coffee; RIA Methodology; Mental Math Tricks -------- RIA Advisors Director of Financial Planning, Richard Rosso, CFP -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/we-are-in-the-winter-of-household-finances/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
6/25/20 Hottest COVID Investing Tips: American Obesity
As more American's stay home against the COVID outbreak, they're turning to comfort food...a lot of it...which is turning to fat. That spells opportunity for savvy investors . -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1...
6/25/20 COVID, COVID, COVID! (Full Show)
SEG-1: COVID Vacationing; SEG-2: The Impact of the Belief the Fed Will Bail Us Out SEG-3: The Stephanie Kelton Book Report Preview SEG-4: Hottest COVID Investment Trends: Obesity -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
6/24/20 Managing Risk with Zero-Yields
HOV-Lanes and Social Distancing strategies; why the Roberts kids are receiving a well-rounded upbringing; the interesting turnabout in investor appetite, and how zero-yields affects hedging strategies. -------- RIA Advisors Chief Investment Strategist Lance Roberts w Senior Advisor, Danny Ratliff, CFP -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/nowhere-to-hide-2/ https://realinvestmentadvice.com/technically-speaking-unicorns-rainbows-fully-invested-bears/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/24/20 As Yields Approach Zero...how do investors hedge? (Full Show)
SEG-1: The COVID Summer SEG-2: The CARES Act & 401k's SEG-3: Risk Management & Hedging SEG-4: Candid Coffee; Why Forward Guidance Will Be Key -------- RIA Advisors Chief Investment Strategist Lance Roberts w Senior Advisor, Danny Ratliff, CFP -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/nowhere-to-hide-2/ https://realinvestmentadvice.com/technically-speaking-unicorns-rainbows-fully-invested-bears/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 -------- [SPECIAL NOTE: Today's live feed was interrupted by technical issues during the first segment. This audio has been edited to eliminate the gaffe]
6/23/20 Yield Curves & Unexpected Events
What has happened to the markets--and your personal situation--is not a result of COVID; the pandemic was the pin that pricked the bubble that was already there. -------- RIA Advisors Chief Investment Strategist Lance Roberts w Sentinel Principal, Jim Mosquera -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/technically-speaking-unicorns-rainbows-fully-invested-bears/ https://realinvestmentadvice.com/is-it-1999-or-2007-retail-investors-flood-the-market/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Reach Jim Mosquera at http://www.jimmosquera.com/
6/22/20 Why History Matters to Investors...
...and everyone else, too. RIA Advisors Chief Investment Strategist Lance Roberts brief history of the world, investor sentiment, and why a victim-attitude is so self-destructive, personally, as well as nationally. -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/market-holds-200-dma-bulls-remain-in-control-for-now-06-19-20/ https://realinvestmentadvice.com/is-it-1999-or-2007-retail-investors-flood-the-market/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
6/22/20 Portfolio Positioning as COVID Cases Rise (Full Show)
SEG-1: Bread and Circuses SEG-2: Why History Matters to Investors...and everyone else SEG-3: The Role of Investor Psychology SEG-4: "Yeah, but the Fed..." -------- RIA Advisors Chief Investment Strategist Lance Roberts Articles mentioned in this podcast: https://realinvestmentadvice.com/market-holds-200-dma-bulls-remain-in-control-for-now-06-19-20/ https://realinvestmentadvice.com/is-it-1999-or-2007-retail-investors-flood-the-market/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22
6/19/20 The Moral Hazards of The Federal Reserve
How did we get to the point that a 20-something investor takes his own life over a margin call debt which would have never been allowed to accumulate, were the rules (and some common sense) being followed. -------- RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 Find Gary Colins/The Simple Life: https://www.thesimplelifenow.com/
6/19/20 Financial Fitness Friday (Full Show)
SEG-1: Father's Day & Financial Planning During the Pandemic SEG-2: The Moral Hazards of The Federal Reserve SEG-3: The Republic of SOML (Stay Off My Lawn) SEG-4: Random Act of Poetry; The Risks of Longevity -------- RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 Find Gary Colins/The Simple Life: https://www.thesimplelifenow.com/
6/18/20 The Fed - How Things Oughta Be
Because we-the-people have no clue what we want to pay for things, like mortgages, cars, and other consumer goods; the Government knows best. (/sarcasm font) RIA Advisors Chief Investment Strategist Lance Roberts w Porfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/the-next-iteration-what-is-yield-curve-control/ https://realinvestmentadvice.com/technically-speaking-bulls-bears-square-off-at-the-line/ https://realinvestmentadvice.com/macroview-rationalizing-high-valuations-wont-improve-outcomes/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/
Fiscal Girdles & Yield Curve Control (Full Show)
SEG-1: Monetary Policy & Yield Curve Control SEG-2: Proper Pricing-in of Risk SEG-3: The Fed Tells us How Things Should Be SEG-4: Pro Sports, COVID-19, & The Shrinking Odds of a V-shaped Recovery -------- RIA Advisors Chief Investment Strategist Lance Roberts w Porfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/the-next-iteration-what-is-yield-curve-control/ https://realinvestmentadvice.com/technically-speaking-bulls-bears-square-off-at-the-line/ https://realinvestmentadvice.com/macroview-rationalizing-high-valuations-wont-improve-outcomes/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/17/20 Retail Sales Review (Full Show)
SEG-1: Father's Day PSA; Retail Sales & The Problem w Percentages SEG-2: Candid Coffee; Portfolio Management as Markets Gyrate SEG-3: Will There Be a Second Wave? SEG-4: Adjusting to the New Realities of the CARES Act -------- RIA Advisors Chief Investment Strategist Lance Roberts w Senior Advisor, Danny Ratliff, CFP -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/technically-speaking-bulls-bears-square-off-at-the-line/ https://realinvestmentadvice.com/macroview-rationalizing-high-valuations-wont-improve-outcomes/ Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/16/20 The Republic of CHAZ vs Reality
RIA Advisors Chief Investment Strategist Lance Roberts examines the roots of unrest, and why the self-proclaimed "republic" in downtown Seattle is doomed to fail without fiscally conservative constraints; the markets are not necessarily reflective of the economy. -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/technically-speaking-bulls-bears-square-off-at-the-line/ https://realinvestmentadvice.com/macroview-rationalizing-high-valuations-wont-improve-outcomes/ https://twitter.com/LanceRoberts/status/1272842235416117253 Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/16/20 Technically Speaking Tuesday (Full Show)
SEG-1: Why is the Fed Boosting Bonds? SEG-2: The Speculative Excess on Wall Street SEG-3: The Republic of CHAZ vs Reality SEG-4: The Liquidity Strategies of the Fed -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/technically-speaking-bulls-bears-square-off-at-the-line/ https://realinvestmentadvice.com/macroview-rationalizing-high-valuations-wont-improve-outcomes/ https://twitter.com/LanceRoberts/status/1272842235416117253 Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/15/20 Special Benefits of Financial Insiders (and who they are)
The bailouts in March of "failing" companies and ETF's benefited a special group of investors. RIA Advisors Chief Investment Strategist Lance Roberts is taking names. ---- Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/15/20 Got COVID? (Full Show)
SEG-1: When Deficit Spending is Good SEG-2: Testing the Process of Re-Opening SEG-3: The Special Benefits of Financial Insiders (and who they are) SEG-4: The Perils of Margin Debt & Leverage -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/12/20 Robinhood in Reverse-land
It pays to pay attention to bond behavior in troubled times. RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP, discuss the realities of the economy, what you can do, and what to avoid. -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/11/20 What the Job of The Fed Should Be
Why was Fed Chairman Jerome Powell less-than forthcoming in his presser following this week's meeting of the FOMC? RIA Advisors Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA, discuss the forces that have shaped Chairman Powell's time in his position. -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/the-... Pedro da Costa Interview: https://youtu.be/czAcqNIpuag Get more info & commentary: https://realinvestmentadvice.com/news...
6/12/20 Financial Fitness Friday (Full Show)
SEG_1: Reality vs Fantasy Trades; Robinhood in Reverse-land SEG-2: #MoreStimulus - Do Not Forsake Bonds SEG-3: The Fine Line Between Trading & Investing SEG-4: What Do You Do With a Windfall? -------- RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/11/20 The Fed's Great Delusion (Full Show)
SEG_1: Fed Meeting Summary; Psychics & Meteorologists vs Fed's Quarterly Previews SEG-2: No Surprises in Fed's Monthly Statement SEG-3: What the Job of The Fed Should Be SEG-4: Volleyball Ping Pong & Buying Bankrupt Company Stocks -------- RIA Advisors Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/the-feds-monetary-animal-house/ https://realinvestmentadvice.com/technically-speaking-its-time-to-take-on-defensive-positioning/ Pedro da Costa Interview: https://youtu.be/czAcqNIpuag Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/10/20 Educational Declines, Pensions, & 401k's
What has happened to US Education since the Fedederal Gov't. took control? Same thing with Pensions & 401k's. RIA Advisors Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/10/20 The Fed's Fabricated Market (Full Show)
SEG_1: Market Commentary: The Ongoing Error at the BLS SEG-2: The US Pension Crisis SEG-3: Educational Declines, Pensions, and 401k's SEG-4: What Should Really Happen in Bankruptcy -------- RIA Advisors Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/the-feds-monetary-animal-house/ https://realinvestmentadvice.com/technically-speaking-its-time-to-take-on-defensive-positioning/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/9/20 De-fund Big Banks!
Lots of chatter about de-funding police agencies because folks don't like how they behave. RIA Advisors Chief Investment Strategist, Lance Roberts, exposes a whole other group of operators who rely on public funds to operate as a better target for de-funding. This will make you mad. Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/9/20 Technically Speaking Tuesday (Full Show)
SEG_1: Market Commentary: Dumb-money rally; smart-money biding time SEG-2: The Incredible, Disappearing Coronavirus: Hype vs Reality SEG-3: Forget De-funding Police: De-fund Big Banks SEG-4: How Capitalism is Broken on the Upper End -------- RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this podcast: https://realinvestmentadvice.com/technically-speaking-its-time-to-take-on-defensive-positioning/ Get more info & commentary: https://realinvestmentadvice.com/newsletter/
6/8/20 May Jobs Report - BS at the BLS
What drives the economy is full-time employment...but... RIA Advisors Chief Investment Strategist Lance Roberts takes a critical look at how the Bureau of Labor Statistics comes up with the numbers it spouts. ----- Articles Mentioned in this podcast: https://realinvestmentadvice.com/20-20-economic-projections-will-leave-everyone-disappointed/ Subscribe to our Newsletter: https://realinvestmentadvice.com/newsletter/
6/8/20 Deciphering Jobs Numbers (Full Show)
SEG-1: What Change is Desired/to be Achieved by Riots? SEG-2: What Drives an Economy is Confidence SEG-3: What Drives an Economy is Full-time Employment; Jobs Numbers Examined SEG-4: Speculative Fervor is Back -------- RIA Advisors Chief Investment Strategist Lance Roberts contends expectations for a "V-shaped" recovers are likely to disappoint. ----- Articles Mentioned in this podcast: https://realinvestmentadvice.com/the-bull-is-back-markets-charge-as-economy-lags-06-05-20/ https://realinvestmentadvice.com/20-20-economic-projections-will-leave-everyone-disappointed/ https://realinvestmentadvice.com/macroview-rationalizing-high-valuations-wont-improve-outcomes/ Subscribe to our Newsletter: https://realinvestmentadvice.com/newsletter/
6/5/20 Financial Fitness Friday (Full Show)
SEG-1: Market Commentary & Investors w Lizard Brains SEG-2: Being Counter-intuitive; Economic Cookies SEG-3: Richard's Chocolate Fantasies & Broccoli Reality SEG-4: The Simpson's Investment Portfolio; What SS Will Become -------- RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Certified Financial Planner, Danny Ratliff, CFP Get More Info & Commentary: https://www.realinvestmentadvice.com
6/4/20 Re-Opening: How Long Will It Take?
YELP! reports only 7% of restaurants have re-opened. RIA Advisors Chief Investment Strategist, Lance Roberts, w Portfolio Manager, Michael Lebowitz, CFA examine the long term trend of GDP up to 2008, and conclude the Fed actually harmed the post-Crisis economy with its injections of liquidity. _________ Subscribe to our Newsletter at https://realinvestmentadvice.com Articles Mentioned: https://realinvestmentadvice.com/why-the-recovery-will-fall-short-of-forecasts/
6/4/20 V-Shaped Recovery or Nike Swoop? (Full Show)
Seg1: When Antifa gets pounded in the 'burbs; Seg-2: Michael Lebowitz on the Moral Hazard of the Federal Reserve; Seg-3: Yelp Survey: 7% of restaurants reopened; how long will it take? QE actually harms economy; Seg4: The Connection Between Debt & Lack of Economic Growth; ______________ RIA Advisors: Lance Roberts, CIO w Portfolio Manager, Michael Lebowitz, CFA Get More Info & Commentary: https://www.realinvestmentadvice.com Articles Mentioned Today: https://realinvestmentadvice.com/why-the-recovery-will-fall-short-of-forecasts/ https://realinvestmentadvice.com/riots-across-america-are-about-more-than-george-floyd/
6/3/20 Fun with GDP Math
The Atlanta Fed has said Q2 GDP numbers will be in the range of -50%. RIA Advisors Chief Investment Strategist, Lance Roberts, running the math behind the claim, sets the context, and shows how the Fed gets to that number...and why it's bad.
6/3/20 What to Expect from a Post-COVID Recovery (Full Show)
Good News: COVID's off the Headlines, thanks to Civil Unrest; Market Commentary: Weak bounces off marginal, skewed Gov't. Economic Data; Why You Don't Steal a Rolex; Folex & Weddings; Candid Coffee Tease; Article Tease: How the Market recovers, post-COVID; Erosion of economic posterity b/c debt and demographics; COVID binge-watching favs: Friends, The Office; WSJ: Bond purchases lagging expectations: If Bond Money is smart money, what is it saying? Beware complex securities; Why You Don't Want the Military in the Streets;
6/2/20 How the Fed Prevented a Healthy Economy
The Media Mantra has been, 'Recessions are Bad, Corrections are Bad." RIA Advisors Chief Investment Strategist, Lance Roberts, contends recessions and corrections, while painful, are a necessary part of a healthy economic cycle, which the Fed has prevented from occurring through its myriad interventions.
6/2/20 Technically Speaking Tuesday (Full Show)
It's 1968 all over again; The Broken Window Fallacy; Are we looking at 50% decline in GDP? Spontaneous Riots w pre-positioned brick pallets; Riots in states w gun control; Pandemic revealed weakness in the economy; opportunity to make change, not repeat past policy mistakes; How Much Would You Pay for a Good Night's Sleep? Nothing new driving markets; not addressing real problems; Why investors think current market trend will never end; Over-bought market creates possibility of 5% correction; Media: Recession, correction is bad; Fed has prevented healthy market corrections.
6/1/20 The George Floyd Riots - A Visible Display of Economic Inequalities
The anger and frustration being shown following the brutal murder of George Floyd are the tip of the iceberg. RIA Advisors Chief Investment Strategist Lance Roberts draws out the root of our discontent...and it started long before George Floyd's fatal encounter in Minneapolis.
6/1/20 Behind the Riots: It's More than George Floyd (Full Show)
Summertime on Wall Street; COVID-case counts; wrestling with this longer than first expected; slower economic recovery; Atlanta Fed: 51% GDP Decline in Q2; Riots are About More than George Floyd; the rising divergence between the Have's and the Have-not's; every thing, every issue has a Group; we are a country divided; How the Media is missing the Bigger Point in George Floyd's death & Repercussions; Social Media, Censorship, and Freedoms of Speech: The Responsibility of Social Media; What we give up for convenience today may haunt us in a socialist future;
5/29/20 How Math Can Save You
As we continue to assess the economic damage inflicted by the COVID-19 pandemic, adjusting household budgets to the reality of our situation will be key to financial survival. RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Certified Financial Planner, Danny Ratliff, CFP, expound on household ratios, and what downsizing could look like for you.
5/29/20 Financial Fitness Friday (Full Show)
Market Commentary; Economic effects of Pandemic; 42% of Layoffs will be permanent job losses; wages no longer "sticky;" CARES Act is here to stay; Math Can Save Your Household: Ratio's & Radical Downsizing; resetting expenses; assume you're not going to get a raise; What if Unemployment hits 6% w 4% inflation? Why not allow business cycle to operate? Congress using pandemic to benefit constituents; Rules for Fiscal Health;
5/28/20 Life in America
It's just scandalous that professional athletes and team owners must accept 50% pay cuts, dropping their income from $300-million to only $150-million. That's rough. RIA Advisors Chief Investment Strategist, Lance Roberts, w Portfolio Manager, Michael Lebowitz, discuss life in America in a post-COVID economy--which will make the 4% GDP drop in 2008 look like a cake walk.
5/28/20 Why We're Fed-up with The Fed (Full Show)
Power outages & Cherry Cobbler; Watching the economic numbers as the recovery begins; Michael Lebowitz on Baseball players' salary cuts, shortened season, optics; What's happening in America; NFL Status; Initial uptick in economic activity from pent-up demand: Is it repeatable? Amount of outstanding debt & size of Fed response; Pedro da Costa commentaries; the Fed's first priority; the Fed as enabler: "Stable markets?" Forward guidance from the Fed; setting up for next Depression; Why We Need a Recession/Reset; who are we bailing out?
5/27/20 The Pedro da Costa Interview
Consumer behavior will be key as America begins to re-open for business in a post-COVID world. RIA Advisors Chief Investment Strategist, Lance Roberts, w Economic Policy Institute Director, Pedro da Costa, discuss what's next for the economy, the role of the Federal reserve, and what their advice to Jerome Powell would be going forward.
5/27/20 Working--or Not--During COVID-19
Has the world gone mad, as we pay workers MORE to stay home than to go out and get a job? RIA Advisors Chief Investment Strategist, Lance Roberts, w Certified Financial Planner, Danny Ratliff, CFO, explore the ramifications of working during the coronavirus pandemic, and the implications for retirement planning.
5/27/20 Financial Planning Corner (Full Show)
The Recessionary Outcomes of COVID-19; Consumer psychology & media narratives; Big deviation between markets & economy; Media Scares; listener e-mail: Dr. J.: Seasonal Flu vs COVID-19; take precautions, continue to live; Let's not be stupid; Working--or not--during COVID-19; Whether to Tap Your 401k; Needs, Wants, Wishes; Fallacies of Borrowing from 401k's; MLB Salary Squabble; Buying Online & Amazon Returns; Shirts & Masks; Space-X Launch, NASA, Gov't. involvement: High Speed Rail, Student Loans; the un-intended consequences of rush-to-action;
5/26/20 Getting Back to Normal
Don't know what "normal" is going to look like, but a post-Covid world is going to be different than before. RIA Advisors Chief Investment Strategist, Lance Roberts, compares society's response to the Coronavirus vs influenza, and how we may have already begun to repeat the same policy mistakes that have created the current economic climate;
5/26/20 Technically Speaking Tuesday (Full Show)
Social Distancing on Memorial Day; restarting the return to "normal;" why economy may not come back as before; Science Fiction portrayals of history, dystopian future; European Commission recommendation to eat insects (while the rich consume beef): globalist agenda, save the planet, widen the wealth gap; wealth transfers; Social Distancing, Media shaming, Save the Planet; Hopes for Covid cure by EOY; no vaccine for Flu; repeating same policy mistakes; pulling forward future consumption; Bugs vs Beef, Tex-Mex on the food pyramid; great expectations for pre-pandemic growth;
5/25/20 ENCORE PRESENTATION - Living In Communist America
On this Memorial Day, we re-run a rant from Lance Roberts wherein he questions the direction of our Nation, the hypocrisy of the Press, and just how much we're comfortable in giving up. Is this what our soldiers died for?