The Real Investment Show Podcast

The Psychology of the Markets, Why Stock Buy-backs are so prolific; public vs private market investing; the impact of fear in setting time horizons; why fear IN an economic slowdown is more destructive than the fear OF an economic slowdown; that time when Chuck Schumer told Jerome Powell, 'you're the ONLY game in town.'

As January fades, Valentine's Trees emerge; the Economic Impact of Coronavirus; Real-time indicators in Commodities; The Ten Plagues and The Coronavirus--market reactions; Why Healthcare expenses are so high.

Market Performance and appropriate portfolio management; when you sell on the news, what do you do with the money? Social Security changes and telephone scams; Eating Dogfood; investor/advisor complacency; financial literacy and backdoor taxes; FICO Scoring, realistic debt-to-income ratios; making good social Security decisions.

President Trump says lower interest rates would spur economic growth above 4%; but if that were the case, how does he explain the past several years of near-zero percent interest rates, with GDP stubbornly clinging to 2% growth? RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager Michael Lebowitz, CFA, examine the proof.

The Cigna Survey on Loneliness and Social Media; Impeachment; Aaron Hernandez; Emotional Support Animals limitations; Coronavirus impact on economic growth; forecasts lowered for 26th time; China vs US Birthrates; Michael Lebowitz on The Fed vs Donald Trump--who's right? Lower rates = higher GDP growth? who really benefits from Trump tax cuts; Creeping Along to MMT; pulling forward future economic growth; economy is predicated on debt.

What happens when a group of ultra-wealthy activists jointly sign a letter to the Davos Economic Summit participants, advocating for public policy in order to avoid dealing with pitchforks wielded by the poor?

Want to know what keeps the Fed up at night? A problem of such enormity, most cannot even comprehend that mass and scale. RIA Advisors Chief Investment Strategist Lance Roberts sets the landscape for what could potentially be a catastrophic economic event.

The Impeachment Trial Parade continues; the dance at Davos meanders on;. pundits proclaim a "Goldilocks Economy," while 84% of the population derives no direct benefit from a surging stock market; the Patriot Millionaires Group letter to Davos: Raise Taxes on the Rich; the problem of the US Debt Balloon; would lower interest rates really boost GDP, as President Trump has said? Dark Tech, Elections, the Clinton's and the power of Google (and behind the scenes, what we deal with regularly with censorship by Facebook, YouTube, and Google.)

The Impeachment Trial of President Trump; Davos Financial Summit focus on Climate Change instead; The Corona Virus & The Zombie Apocalypse; Chinese New Year of the Rat (1/25) "Outbreak" Movie; Email Answers: What the Fed is Doing; Corporate Debt levels; What the Fed is Afraid of; Coming Asteroid 2003-YT-1; Larry Kudlow on Tax Cut Benefits; Household Debt Ratios.

The Federal Reserve is stuck in a problem of its own making, an "economic liquidity trap," with monetary policy now ineffective in stimulating growth, as RIA Advisors Chief Investment Strategist Lance Roberts discusses w Portfolio Manager, Michael Lebowitz, CFA.

Market commentary and the oven analogy; Value Investing in the current market; Richard's new pick-up line; the Financial Vulnerability Cushion; Planning Against the Fed; Januhairy; Women's HSA's and healthcare expenses

"Ignoring problems rarely solves them." -John Mauldin The problem with this extended run of low interest rates is that it has encouraged a mis-allocation of capital. And what does "Quantitative Easing" REALLY mean? #FedGibberish

NFL Centennial, Baseball Cheating, and China Trade talk with Michael Lebowitz, CFA; Nancy Pelosi's Impeachment Pens, China, Iran, and Energy; Ocean City vs New Jersey; the Fed's Monetization of Debt; Growing up in Lake Jackson, Christina's boot; 'Can We Sell, Yet?'

The China Trade Deal/Un-Trade Deal/Trade Un-Deal is signed today. What this means to investors moving forward, and how outside guidance is influencing insiders. And a story about Lance's wife.

China Trade and the problem with economic data; Divorce by Swordfight; Black Rock's Climate Change/Sustainability agenda: Why 'fad' investments do not fare well; market preview; the Fed's QE/un-QE & baby ducks; Phase One China Trade Deal; Financial Vulnerability Cushion; using Whole Life Insurance properly; The SECURE Act; Hard Money Loans; Democrats & Gulags; Vince Vaughn and Donald Trump; LSU/What the Media Isn't Telling You; Black Rock exists to sell products; EFT's and the evolution of Mutual Funds.

When all the experts agree, something else is bound to happen. We think the risk of a correction in the markets has become elevated. Here's why...

Dem Candidates, China Trade Phase One (no details), and the latest Roberts surgical saga; Market losses are more than money; markets' rise is not based on fundamentals; what to do when all the experts agree; the death of Fiscal Conservatism as the US Budget Deficit swells; year-round event trees.

What happens when we compare performances of our stuff vs someone else's? Our raise vs their raise; our car vs their car; our portfolio vs their portfolio? A look at the dangers of comparison, and the crucial role your financial advisor should play within that dynamic.

Texas Tech's Automatic Admissions; with Markets over-bought, here's how we're invested; Christina's foot surgery; "This is Nuts" preview; Elon Musk's "new" ideas; on Contentment and Making Comparisons; Netflix' de-aging in "The Irishman;" when "green" technology isn't so green.

The allure of classic cars, like the Bullitt Mustang, now valued at over $4-M; Market recap; the Animal Spirits in the markets; the importance of discipline in investing; Financial Resolutions you can keep; the perils of taking Social Security too soon.

The allure of classic cars, like the Bullitt Mustang, now valued at over $4-M; Market recap; the Animal Spirits in the markets; the importance of discipline in investing; Financial Resolutions you can keep; the perils of taking Social Security too soon.

The Fed's Liquidity Trap continues to dig a deeper hole; the market is not the economy, but a reflection of it; Portfolio Manager Michael Lebowitz, CFA w RIA Advisors Chief Investment Strategist Lance Roberts examine the consequences in over-confidence in the market.

Carlos Ghosn's Escape from Japan; Iran: The story that keeps on giving; the Fed's Liquidity Trap; the market is not the economy; The Iran Saga: Toothless Sanctions? China Trade Phase One signing; Michael Lebowitz on Fed Liquidity Catch-22; Market Complacency; The Role of an Advisor; The Harper's Ferry river ride.

Is there a financial upside to divorce? January sees more couples calling it splits than in any other month of the year; implications and ramifications discussed with RIA Advisors Chief Investment Strategist Lance Roberts and Certified Financial Planner Danny Ratliff, CFP.

Market and international response to Iran's overnight retaliatory missile strikes (yawn); Market risks to further action; confidence slightly weaker; January is Divorce Month; Family Vacations, going to Disney and going into debt; Implications of The SECURE Act; Best jobs w least stress; Oil prices' response to Iran--why it's good for Houston economy.

Another unfortunate, but spectacular incident with an errant Tesla vehicle, the demise and bankruptcy of Borden's Milk (because Cereal: It's NOT What's for Breakfast Anymore); and the chokehold runaway debt has on the US Economy.

Trump's Impeachment vs Iran: Is it "Wag the Dog" all over again? Tesla's exploding cars; Borden's Bankruptcy; the Stock Market is not the Economy; Park City, Utah & US Healthcare, Pt-2; Southwest Airlines cattle car seating; US Healthcare, Pt-2.

It's just not a Griswold...er, Roberts family vacation without one of Lance's heirs winding up in the hospital for something, and for the 2019-2020 season, the adventure continued true to form. Here's what happened when the family ran into the dreaded US Healthcare system. O! the humanity...

Let's reset our clocks, calendars, and compasses with the first live show of 2020: Why Oil is the big winner in the aftermath of the drone attacks on Iran; what will the Fed do next? Lance Roberts' Winter Vacation Tales--Healthcare in America; China coming to US for Phase One Trade Deal signing; Epstein death in Golden Globes telecast; 2020 Teens' Perspectives and Kapernick's stupidity.

Economic Soup, and Houston's Highways to Hell; the My Blocks Primer; Why Ken Fisher wants to get in your pants; Leo Moracchioli music, and spending budgets.

The Evolution of WWE and the Fed; a critical look at the Automotive sector with analyst Daniel Ruiz; Real Estate and toxic masculinity; a critical look at Government Spending.

Growth expectations for 2020: The Gov't's estimates vs Fed-Ex's reality; For Whom the Fed Tolls; A Level playing field--in women's sports, and on Wall Street; Popeye's vs Chick-Fil-a vs Whataburger.

The Honey Badger Market, and and 2019 in the rear view mirror with Portfolio Manager, Michael Lebowitz, CFA; a preview of 2020 Markets, plus Lance Roberts' commentary on why some things work, and why others flop...like, Charlie's Angels, for instance...

Economic Indicators worth noting; Why Billionaires Should Exist; Warren Buffett the Financial Hypocrite; Who's the Richest in the Land?

Gingerbread Lunch & Learn; Popeye's Chicken; The problem with Debt; Boomer Inheritances

The Rich Should Pay More Taxes--you go first; The Daniel Ruiz automotive sector podcast excerpts; Lance's Mail Bag: Answers to questions about Inflation, Deflation, and The Federal Reserve.

Lance Roberts' Christmas Party wrap-up; What not to get your spouse for Christmas; The Fed's increased liquidity is not a solution; the wussification of America; The Word of the Year; okay, we admit it--this is a "fluff show," but if you're listening to us on the day before Christmas, we might as well be entertaining! Happy Ho-ho's!

A review of November Employment Numbers--and what they really don't show; excerpts from the Raoul Pal interview podcast; the argument for why there's really no value in home ownership--it's not an investment, it's a liability.

The Honey Badger Market explained; historical comparisons to other market situations; how Wall Street is way ahead of itself; could traders do any better (or worse) than Cow Patty Bingo? How most Presidential Election Years (like 2020) generally perform.

The Star Wars Saga comes to an end; Michael Lebowitz, Portfolio Manager, and the Honey Badger Market; The Year in Review; Market predictions for 2020, and how we're hedging against risk.

The new government spending bill--not a budget!--is ready for the President's signature. You won't believe what's in it...oh, yes you will.

The proper care and feeding of portfolios...and porcupines...as explained by RIA Advisors Chief Investment Strategist Lance Roberts, plus the latest Christmas Shopping status by the menfolk...

As President Donald Trump prepares to sign the latest congressional spending bill--again, with no government operating budget--RIA Advisors Chief Investment Strategist Lance Roberts and Danny Ratliff, CFP examine the ramifications; what would a level playing field for female athletes look like? For Market investors?

China Trade Deal details still a mystery; how it will affect Ag purchases...and prices; UK's Brexit to move ahead w Conservative Party Election; Christmas gifts vs experiences; California Geology; Fed Liquidity; Retail vs Online shopping; Amazonification of the Investment business; Popeye's trolling Chick-Fil-A; Whataburger vs In & Out vs Mom & Pop burger shops; market commentary

So for whom is the Fed providing all this non-QE liquidity?? RIA Advisors Chief Investment Strategist Lance Roberts runs through the scenarios...if it quacks like a duck, etc. etc.

Why Black Friday & Cyber Monday sales data aren't matching Gov't, Retail Sales reports; Joel Osteen + Kanye West team; Christmas gifts vs Christmas Experience; Phase One of China Trade; Phase Two? For whom is the Fed providing Liquidity? Why 2/3rds of Americans do not benefit from stock market gains; Democrats and Deficits, and the silly notion that debt should be repaid.

The Difference Between Investors and Traders; how to detect leaks in your 401-k; What's really wrong with Negative Rates?Unicorn Puppies & Medicare Enrollment; if Sebastian Gorka was pitching for The Real Investment Show...

Before you get caught up in the hooplah over the next IPO offering, consider--why is the company going public, and is the price you're about to pay the BEST price at which you can acquire a piece of that company's action? RIA Chief Investment Strategist Lance Roberts examines the mechanics of IPO sales, and offers some sound advice for those who Just Have To Have That Stock!

A review of Decennial and Presidential Cycles (if you weren't paying attention earlier...); chewing through employment numbers; Why stocks are NOT the economy; excerpts from the Thomas Thornton podcast interview, and looking at cash on the sidelines, when really, it isn't.

The Holiday (Christmas, Hanukkah, Festivus, Winter, etc.)Party Season is upon us: Lance reviews restaurants; The Roberts Family Feud; Saudi Aramco, Beyond Meat, Pot Stocks: Why IPO's aren't always the best investment; Is it time to buy bonds again? Things to do Before the End of the Year; Why 'Budget' is a four-letter word. Previewing Fed statement on inflation and global outlook; the Fed is caught in a liquidity trap.