The Real Investment Show Podcast

Tavi Costa interview release tease; Market Preview: Expectations for second wave of COVID-19 Infections; Q-1 Earnings Season commentary; Working at Home survey - Changing Habits & The Paradox of Thrift; Tavi Costa audio cuts on Coronavirus, reliance on central banks, the socialization of loss; Gov't injections of capital into economy; How debt and deficits suppress economic growth; The Truth About 2% GDP Growth; Stay at Home Reality TV; What happens when Quarantine is lifted? What shape will economic recovery take - L, V, U, W? How did we ever survive our childhoods?

We've had a strong market rally on hopes the Fed can, with its unprecedented interventions, "fix" the problem. Too many, including the Fed, are missing the point.

The Sadness of Quarantine: NBA Players streaming Virtual HORSE; Market Commentary: 2008 is Best Example of What's Happening Now; The Problem w Analog Charts; Why Every Crisis in History is Different; This is now a Credit Event, not a Virus Event; What the Fed is Doing to Enable Credit Markets to Function; What Markets and the Media Are Missing; Animals Rule; Where We Are on the Coronavirus Curve; Hopes for V-Shaped Recovery are Wishful Thinking; What We Did Wrong.

It's a good Friday because markets are closed; Why the Post-Covid Economy will not come roaring back; How Bear Markets Behave; Businesses will be redefined; CARES Act is here to stay; How Coronavirus Impacts Your Financial Plan; Monitoring the Likelihood of Success; Creating a Financial Vulnerability Cushion

Everyone is hoping for a V-shaved recovery. RIA Advisors Chief Investment Strategist, Lance Roberts, w Portfolio Manager, Michael Lebowitz, CFA, explain why turning the economy off and on is not like flicking a light switch...or buying concessions at the ball park. As if...

It's Like 1974 All Over Again; Pandemic & Savings Paradox; Market Rally--What's Next? Michael Lebowitz - Jobless Claims numbers are hard to rationalize; JP Morgan rant vs What Good Companies are Doing; Theme Songs; MMT-Lite; The V-Shaped Recovery; JP Morgan, Wells Fargo criminal enterprises; The Risk of a Second Wave; Getting Back to Where We Were; Paradox of Thrift & Changes in Behavior

It's not a question of "if," but "when..." RIA Advisors Chief Investment Strategist Lance Roberts w Certified Financial Planner, Danny Ratliff, CFP, in response to comments posted on (and subsequently pulled from) our YouTube channel.

Why Drive-by Birthday Parties are a thing; Market Commentary: When Social Distancing Ends; St.Louis Fed Forecasting 30% Unemployment; Danny & The Beard; Dealing w Risk & Recession; More Boomers Still Working; High Taxes are Virtually Guaranteed; Some jobs and Co's are never coming back; YouTube Commentary: ROTH Conversions; Coronavirus is Opportunity for Gov't to Change Taxation Landscape; Teasing Richard; Baseball's return; Good Outcomes from Social Distancing vs Economic Impacts

You would not believe the amount of email received on the twin babies named Covid and Corona; RIA Advisors Chief Investment Strategist Lance Roberts reviews the latest pandemic stats, and looks at the economic outcomes from the Coronavirus.

Essential Traffic; Market Consolidation as Fed buys SBA Loans; financing 100% of US Debt: We are Japan; Virtual Birthday Parties; Tom Clancy/The Division-II; Buying food close to The End: EU approves bugs as food; Names e-mails; Coronavirus updates; possible outcome of disease for economy; What Happens After Pandemic? Tommy Roberts' Life in Germany--the New Car; Deficits/Debt Emerging from Pandemic; We will not get stronger rates of growth w higher levels of debt.

What We're Doing During Quarantine' Lance's Banking Rant; Market Preview; "Dark Waters" movie review; Article Tease: "Impact of Stock Buy-backs;" Privatizing gains, Socializing Losses is supplanting Capitalism; banks should be allowed to fail; incentivizing executives; Covid & Corona baby Names; Spring Breakers; Company Draw-downs on Revolving Credit lines; Most-affected sector = Hospitality & Entertainment = Millennials; Difficulty of managing money w +/1 1,500-pt swings daily; We have not yet bottom.

It's Not Too Late to Re-adjust to New Bear Market; The Care Act & Roth Conversions; Covid-19 Stimulus; Making Higher Charitable Contributions; How We Can Help: Financial Summit, Right Lane Classes; How Coronavirus Attacks Productivity; The Great Re-Set; Staying Healthy Through the Apocalypse; Holographic Wills; Post-covid World: A New Dawn on Financial Situation.

The COVID-19 outbreak is the catalyst warned about months ago--even though we didn't know exactly what form that catalyst would take. Even though...no one wanted to hear it. Portfolio Manager Michael Lebowitz, CFA w RIA Advisors Chief Investment Strategist, Lance Roberts, note the expected (in)effectiveness of Fed attempts to staunch the blood letting.

Losing our options w COVID-19; Markets sustain worst quarter losses in (120-yr) History; Michael Lebowitz: Domestic Situation No One Has Seen in Our Lifetime; Worsened by too much debt; Coronavirus is catalyst; Fed's Response; Commodity Prices are Tell-Tale Signs of Weak Economy; Credit Markets are Broken, but not not-functioning; Why Carnival Cruise Lines is Dead Man Walking.

Now that all of the air has been let out of the markets, it's an interesting study to examine what financial advisors are too late telling their clientele. RIA Advisors Chief Investment Strategist, Lance Roberts, w Certified Financial Planner, Danny Ratliff, CFP, parse the facts.

The Virtual Happy Hour & Shopping w Shipt; Economic Data is About to Get Really Bad; Danny Ratlif on How To Respond to Economic Crisis; What Financial Advisors are Telling You Now (What you should and should not do); The Fastest Bear Market in History; Energy News is not looking good.

Some market pundits are already forecasting miraculous comebacks from the coronavirus-triggered economic "slump;" RIA Advisors Chief Investment Strategist, Lance Roberts, says, 'not so fast.' Here's why...

What if they made a Coronavirus Movie? What a Comeback Will Look Like; How We're Coping with Covid-19; Previewing Jobless Claims vs Continuing Claims; The Spike in Unemployment; Timing is Key; How Covid-19 is Impacting Quarterly Reporting; Feedback Loop on Economy; On-line Happy Hour; Pre-Covid Fads; Coronavirus shake-out of Weakest Businesses; Covid-19 is the Catalyst We Warned You About

Why are we not surprised NO banks have failed during this latest crisis? RIA Advisors Chief Investment Strategist Lance Roberts, w a preview of our Virtual Economic Summit (4/2/20 Release), the lighter side of Quarantine, and the risk Capital One is facing in Energy investments.

When we emerge from our Coronavirus Caves; Netflix and Johnny Tiger; Federal Stimulus aid going to the wrong places; Easter Bunny Unemployed; First Time Unemployment Claims; CEO Confidence & the discovery of streamlining; "Virtual Investment Summit tease; "This Time It's Different?" No banks have failed; What's in Capital One's Wallet? Your tax dollars; Coronavirus & Oil Prices; Energy Debt = High Risk = Triple-C; the Sweet Spot for Oil Prices = $40-60/bbl.

Living in Quarantine; Managing Portfolios in Troubled Times; The Paradox of Thrift; The Tailwinds of Stock Buy Backs are Gone; Economic Summit tease; Working From Home; Re-Defining Net Worth; Opportunities for People w Cash; Responses & Reactions to Covid-19; Bear Stair-stepping Down; Paradox of Thrift on Corporate Side

The Coronavirus-15; The Fed's Re-inflation of Bubble as markets form a temporary bottom; Virtual Economic Summit tease; Michael Lebowitz - Where Money Comes From, and where does it go? What QE Does; Will additional debt be Investment-grade or Junk? QE is all about inflating asset prices; what about confidence? Where Do Investors Go from Here? Downsides and Upsides; anticipation of Unemployment and Jobless Claims like it's 1930 again.

Who know's what the markets are going to do next: What will YOU do in YOUR situation? A preview of upcoming special events, commentary on market performance, and what do to next; plus--what's up with getting back to work? RIA Advisors Chief Investment Strategist, Lance Roberts, w Certified Financial Planner, Danny Ratliff, CFP.

On Being Essential; Market Rally is Opportunity to rebalance; Why the Stimulus Bill will not work as intended; It's 2008 All Over Again; Danny's Theme Music; How We Handle Quarantine & Working at Home; Coronavirus Stimulus Bill critique; more Crony Capitalism; (Teasers for Virtual Economic Summit, RIA Right Lane Seminar)What to Do When You're Out of Work; You Are Where You Are--what to do next; What We Agree On; We Have Become Japan; Limited Options for Investors; Texas' Gun Ownership Rankings; There's no dress-code when working from home.

The way we work is being redefined by the Covid-19 pandemic. Moonlighting.com Founder/CEO Jeff Tennery shares insight from his perspective with RIA Advisors Chief Investment Strategist, Lance Roberts, and reveals the hottest job descriptions as the Coronavirus grips the workforce.

When can we get back to work? Market Review: Are We Near the Bottom? A Brief History of Bailouts; What We're Buying: Full Impact of Coronavirus yet to be felt; Jeff Tennery/CEO, Moonlighting: Hot Jobs During Corona Crisis; Michael Lebowitz: What is the Fed Doing? Using the Crisis to Bailout Large Firms: Will There Be a Debt Jubilee?

The money you might have made before the markets' fall is gone. What you have today, and where you are today is your new reality. RIA Advisors Chief Investment Strategist, Lance Roberts' advice on where to go from here.

How Bad will the Recession Be? The Problem w Bailouts; Online Schooling; Neighbors Helping Neighbors; Accept Where You Are--Forget Where you Were; Dr. Ito Pezutto/Is Coronavirus Data Trustworthy; The Economic Fallout; Recovery Dependent Upon Speed of Therapy/Vaccine Development; The Scramble for Liquidity; Fiscal Stimulus Blunted by Increased Deficit and Debt

Do desperate times call for desperate measures? RIA Advisors Director of Financial Planning, Richard Rosso, w Certified Financial Planner, with timely advice for managing risk, your nerves, and your quarantine-wardrobe.

Market Commentary: What the Bear Looks Like; The Fed & Liquidity in the Market--doesn't matter if you don't need the money now; How to make 401-K changes; Getting "all out?" Day/Nite Pajama Tips; Feeding the Tiger; backlash against companies seeking bailouts who bought back shares; Drive Thru Covid-19 Testing; Companies Hiring; Tax Payment extensions; What To Do While Quarantined.

As the Covid-19 virus continues its scourge of world populations and markets, businesses are turning to governments for financial assistance and security. In a rare occasion, RIA Advisors Chief Investment Strategist, Lance Roberts, agrees with Sen. Elizabeth Warren (D) on the scope and limitations such assistance should require (btw, that's Portfolio Manager, Michael Lebowitz, CFA, in the Washington Nationals-T.).

ECB Launch of more Debt; Why people are upset w Crony Capitalism; Margin Calls; Michael Lebowitz on Junk Bond Behavior; The Credit market lock-up is not a C-V issue; Covid-19 Mortality; Where Does Money Come From--and where does it go when it's gone? If Banks were healthy... How C-V is changing how business is conducted, and the dynamics of Commercial Real Estate; What happens when pent-up demand hits again?

With the current market free fall, you may begin getting calls from annuity salesmen with a "guarantee" of returns that seem too good to be true. They are. And here's what you should ask... RIA Advisors Chief Investment Strategist Lance Roberts w Certified Financial Planner, Danny Ratliff, CFP.

Grocery Deliveries, Job Stats, and how Work is being redefined by Covid-19; Did the Fed move too soon to inject more liquidity? No idea where the bottom is. Danny's Theme Song; Where's the bottom? Take action but be careful; Debt markets to be downgraded, selling into illiquid market; Why Helicopter Money won't work; Controlling Risk in a Frozen Market; Protection of Capital; Watch out for Annuity Salesmen; Annuities should be planned for, not sold. Tom Brady: Walk Away; What's happening in markets is not as important as Credit Spreads; What happens if Quarantines last more than a month? What happens next?

Before companies come asking for bailouts, should not they first sell-off their bought-back shares to raise capital...and then determine their needs, before asking for tax payers to shoulder their burdens? RIA Advisors Chief Investment Strategist Lance Roberts takes a stand.

Shut-down Tuesday: Implications of Restaurants and School Closings (for the rest of the semester); Even a little risk is too much risk; We're in a Recession Now; Goldman stats on Covid-19; Managing expectations between hope and reality; McDonald's playgrounds to close (probably ground zero in Wuhan was a McDonald's playground!) A Function of Fairness in Bailouts; Disco Lance; Muni Bonds and Interest payments; how to be sure your muni bonds are sound.

With schools and businesses closed for the near term, the full impact of Covid-19 has yet to be measured; shopping at Costco; Fed Cuts Rates to Zero and adds QE; Portfolio Manager Michael Lebowitz, CFA joins RIA Advisors Chief Investment Strategist Lance Roberts on Hunkering Down, and what the Fed may do next; Global Recession coming; How employment will look after Covid-19; investment ideas, and the consequences of rescue; Market Strategies at the open; Credit Instability still exists; Going to Money Heaven.

The Covid-19 Coronavirus will likely bankrupt more Americans than it will kill. How to respond in trouble times? RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Certified Financial Planner, Danny Ratliff, CFP, with sound advice on how to move forward.

Sticking to the basics in troubled times; Variable Assets and Risk; Passive Investing doesn't mean "safe;" Managing Your Portfolio in Difficult Times; Black Swan Events; Porn Hub freebies for quanrantinees; , Spec's, Shopping, Restaurants, Traffic; Why asking your advisor questions is okay; Live Your Life; Coronavirus will bankrupt more people than it kills.

As the Coronavirus is elevated to pandemic status, what should investors do as markets respond? RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA, discuss strategies and warnings all investors should heed. And wash your hands!

Market Responses to Donald Trump's Coronavirus Measures; Fastest Correction in Market History; What will the Fed do? Michael Lebowitz on anticipated market response; how credit line access creates a banking problem; lack of testing; Millennials' YOLO attitude as danger; The Silence of the Fed; Deficit to go to $2-T; Fear is more powerful than Greed;

The Federal Reserve has (had) three tools at their disposal: Interest Rates, Quantitative Easing, and Forward Guidance. RIA Advisors Chief Investment Strategist, Lance Roberts, w Certified Financial Planner, Danny Ratliff, CFP, examine their current effectiveness.

Up/Down Markets w dash of volatility; the impact of coronavirus; Danny Ratliff: Making Poor Decisions Amid Coronavirus Craze; Market Volatility, Mnuchin & Plunge Protection Team; the Toothless Fed; Retirement Class Tease; After-effects of Coronavirus - Business Spending, Travel Industry Losses are Permanent

President Trump wants to cut payroll taxes as economic boost to counter the effects of the Coronavirus craze. RIA Advisors Chief Investment Strategist Lance Roberts looks at the pro's and con's, and why it won't do what the POTUS hopes for.

"There is a buyer for every seller" is only half the truth. RIA Advisors Chief Investment Strategist, Lance Roberts, reveals the dangers of ETF's, and how the mentality of passive investing has become dangerous in the current market environment.

Please end the twice-yearly time change! OPEC Price Drop & effect on Houston economy, Pt-1; Buying Gasoline at Buc-cee's; OPEC & Houston economy, Pt-2; What OPEC wants; The Risk of Passive Investing, and the surge of ETF's; Market Preview & Current Strategy; Don't Dump at Market Open; Joe Biden's gaffs.

The Stoics' Four Virtues: Temperance in Investing; the Sixth Sense about Coronavirus; Temperance & Business lost vs Business postponed; importance of bonds; Spanky & Our Gang; Roadrunner Market vs Wile Coyote investors; The Poltergeist of Investing; low rates = best time to buy/refi; Nashville Tornadoes & Gibson Gives; CFP Board disclosures; who is your advisor paid?

The wide gyrations of the markets are the most extreme in recent memory. RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager Michael Lebowitz, CFA, discuss market swings, Super Tuesday Fallout, and why watching Europe and Japan will provide clues to America's future under a clueless Federal Reserve.

The fallout from Super Tuesday is now being reckoned with; what's happening to Healthcare stocks; historic market volatility; Portfolio Manager Michael Lebowitz, CFA: two-weeks of 500+ point moves; 80-100 is the new 5-10; Europe and Japan are showing us what's coming; Bernie Sanders' shrinking odds; Fed's 'emergency' rate cut unwarranted; why do we want to be like other countries? Fed is telegraphing Fear; OPEC production cuts; a question of trust in the Fed; Treasury yields vs stock valuations.

Why do investors clamor for Annuities when times are tough, but ignore their value otherwise? RIA Advisors Chief Investment Strategist, Lance Roberts, w Certified Financial Planner, Danny Ratliff, CFP on the proper and profitable use of this financial tool...and a friendly competition that likely will never occur.