The Real Investment Show Podcast

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.

As Black Friday and Cyber Monday morph into week-long retail festivals, a seldom mentioned economic indicator, the S. Korean Export number, tells a different story, contrasting with the economic rah-rah of the day.

The China Trade is "so close..." The Fed's Repo problem; Why aren't banks lending to each others? Fractional Reserve Banking explained (briefly); what has broken in bank overnight lending? How the Bank of International Settlements (BIS) got into liquidity trouble; SoKo Exports as economic indicator; Black Friday/Week, Cyber Monday/Week: How stupid purchases mark end of economic cycles; Banana w Duct Tape art; Merriam Webster Word of the Year: "Them," plus all the rest; how you'll really know a trade deal is close.

What do Decennial Cycles, Presidential Cycles have to do with markets: What happens when inexperienced advisors offer counsel to inexperienced investors; The ugly sausage-making of employment numbers: BLS vs ADP; The Great Cash Hoard: What happens when money flows reverse.

Jobs Report Preview in a simmering economy; what's going to pop it loose? Next Recession is coming; next year's challenges in an over-bought market; Early Withdrawals from 401-k's; the need for a 401-k Hierarchy; The Peloton ad; Social Security Cost of Living Increase rip-off; what metrics should be used to measure inflation.

If you're hoping Santa (or Donald) will bring a trade deal with China home for the holidays, you're probably going to be disappointed. RIA Advisors Chief Investment Strategist Lance Roberts explains.

How do the hedge fund managers read market signals? The founder of Hedge Fund Telemetry, Thomas Thornton, shares his insights on some surprising signals he's reading on markets, money, and next year's presidential elections.

Quarterly Earnings and the impact of Trade Tariffs; "The Irishman," and why the Mafia is a better pension fund manager; how Rudy Giuliani cleaned up the Mob in New York, and ruined the UAW Pension Fund; Thomas Thornton podcast preview; Gerrymandering Katy Schools; Christina's new dog, and the most-popular dog names; Christmas Shopping/Black Friday, Cyber Monday, Giving Tuesday vs life in the olden days; fried oysters.

Back in the saddle from the Thanksgiving break, looking at Black Friday results, Cyber Monday previews, and the ongoing saga of China Trade Tariffs, now being extended to South America; holiday anecdotes about Christmas Shopping, Ford vs Ferrari, Tesla vs Electric Mustang; how tariffs weigh on economic growth; Storage Wars/Lotus find--"The Spy Who Loved Me" Bond car purchased by Elon Musk; the Trump Strategy for Total Trade Deal; Thanksgiving menus, and 50-shades of Vegetarianism; Colin Kapernick's troy-out Karma; Texans' win over Patriots.

Why the Gingerbread House Lunch & Learn was scrubbed; Medicare tips; the problem with debt; Gary Collins/The Simple Life podcast interview; Boomer inheritances.

Christmas wish lists, the Popeye's Sandwich craze, and the benefit of Ubering your mother for Thanksgiving; productive and non-porductive debt; The Jeff Tennery/Moonlighting.com podcast interview.

The mysterious saga of Colin Kapernik's career; the distribution of wealth; the Daniel LaCalle podcast interview

The Land O' Lakes Bankrupcty, our vegan Radio show, why billionaires should exist, value investing with John Dorfman, and the psychology of housing markets.

The story of Lance's used Christmas Tree, cooking for the family vegan, Olivia Newton-John's "Grease" outfit auction; Talking dogs and Epstein on live-TV; Government Waste; the Pedro da Costa podcast interview.

The Tesla Truck, Amazon & Kohl's unlikely partnership; Moneyflow into US bonds and junk bond performance vs expectations; the difference between investors and traders; how much time will it take to recover from losses; financial planning tips, and how to avoid plans designed to sell you something.

The Fed preaches to Congress about debt; the Senate passes a bill condemning China over Hong Kong protests, while Trump's trying for a trade deal; the Visual Capitalist: Start-up Ideas that haven't come to fruition; why "Uber" is now an adverb; Charlie's Angels vs Wonder Woman: Why Woke Innuendo is better than in-your-face proselytizing; Thanksgiving Turkey and Michael Lebowitz; Jerome Powell in the Pupit; Government Spending (and QE)keeping the economy going--and in debt; Permanent Felixlexible QE; Michael Lebowitz and Black Friday Training; Fed Minutes review; Jerome Powell's view of Risk; concern about markets treading higher on continuing bad news.

You can bet that when a Democrat is next elected into the White House, the first thing to be attacked will be the Trump Tax Cuts...which mean NOW is the time to convert from non-taxable to taxable instruments WHILE tax rates are relatively low.

Warren Buffett says buy and hold, but he's sitting on a pile of cash? Probably for a pretty good reason.

The Turkey Trot, Burger King's vegan grill, what to watch on Day-3 of the Impeachment Hearings (hint: something else); Home Depot reporting; as an economic indicator; Warren Buffett's taxes; Truth in Labeling; the PG&E Fire and the 500-lb. Emerald claim; co-insurance and Obamacare; why government hospitals will fail.

Thanksgiving menus, used Christmas trees, and Colin Kapernick's amazing disappearing press conference; the difference between Ronald Reagan's tax cuts then vs now; California Real Estate and the psychology of housing markets; why there's no value in home ownership.

More and more American's are turning to credit cards and other lines of credit to bridge the gap between income and ever inflating expenses.

The Demise of Days of Our Lives, Sebastian Gorka; how retail is competing with Amazon; China US Trade dealings effects on markets; The Problem of Debt, making sacrifices to get ahead, being good financial examples for our children, mortgage payment ratio to income; Gary Collins podcast excerpts; The Unicorn Dog, more Sebastian Gorka; Medicare Premium increases for 2020.

Deciphering the comments by Fed Chairman Jerome Powell, and determining their impact on investors; RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, and resident Fed translator, Michael Lebowitz, CFA, ponder the pronouncements, the measurement of inflation then and now, and the Fed's self-admitted limited capability to address the next recession.

It's Meatless Wednesday...Lance's new invisible watch, and the most-expensive watch sold at auction: Signs of a peak market; the calls for wealth redistribution, and whether Bill Gates deserves to be a billionaire;

Is this really the Greatest Economy, as trumpeted by the President? The Economic Policy Institute's Pedro da Costa parries with RIA Advisors Chief Investment Strategist on economics, public policy, stock buy backs, and whether the Federal Reserve is actually responsible for the wealth disparities in America today.

Baby, it's cold outside; Market concerns over tariffs is a daily roller coaster--the real catalyst is the Fed's non-QE/Quantitative Easing; why the second week in December matters to investors; Pedro da Costa interview podcast tease w cuts; running deficits in a recession; Government Waste; report tease: Charts You Don't Want the Bulls to See Before You Sell; the three most-likely dates for corrections to occur; Disney's launch of streaming TV: To bundle or not to bundle? The coming Fee Compression.

Cable costs and Holiday budgets; Market commentary; IRS Updates on Rules pertaining to Hardship Distributions; What colored Skittles tell others about you; Christmas Budgeting (the story behind our music).

With all the talk of taxing the rich, and calls to do away with Billionaires, RIA Advisors Chief Investment Strategist Lance Roberts makes the case for sparing the golden geese of the US Economy.

In a shocking disclosure, RIA Advisors Chief Investment Strategist Lance Roberts reveals the company name which last quarter reported $55-Billion in profits--more than Amazon, Apple, Facebook, Google, and Microsoft--combined.

Looking ahead to Veteran's Day; the wussification of America and sports scores; Taxing Billionaires: Why Billionaires Should Exist; Competition always creates winners and losers...and lessons. Trump's latest China Trade Deal Update: It's like Groundhog's Day; Tariffs are a tax on corporations; Extrapolating market trends: 30% gains for the year? Winter eventually comes; What yield will break the economy?

When a college student created a donut delivery business to fill a need in his community, the big boys took notice. RIA Advisors Chief Investment Strategist Lance Roberts with a tale of two capitalists.

Sometimes it's good to get back to the basics: The essence of value trading, and what makes a value stock so; commentary on the rise of ETF's and the myth of passive investing; the price distortion in share buy backs; how to factor in the Fed;

Thanksgiving Turkeys and market reaction to China Trade Tariff news: preview cuts of The John Dorfman Interview on Value Investing; Earnings Season commentary amid 2% GDP growth as the norm; How Capitalism Works: The Popeye's Chicken Sandwich murder, and the Krispy Kreme Donut Run.

The fallout from falling-back to standard time; markets run by algorithms have false response to Trade War headlines; Wilbur Ross proclaims US loss in trade war: We have gained nothing; Fed rate cuts and Liquidity Traps defined; the Fed admits it cannot inflate the economy with excessive overhang of debt; ECB/Christine Lagarde's defense of negative interest rates; Waters World PSA; pre-Thanksgiving sell-off, early December mutual fund distributions; socialism is coming--just a matter of time.

The tricks about Halloween Candy the day-after Halloween; Why wage growth has likely peaked: A preview of today's jobs numbers; Christmas has arrived at retail, skipping Thanksgiving; How Connie Mack fell off the wagon at the Avalon Diner; preparing for next year's market volatility; Social Security Phishing Scams; the truth about Medicare Advantage: It's not for everyone.

Dear Lance: 1) Why do we have deflation? 2) Will some tariffs be dropped and others remain in place? 3) Is the Fed swimming against the tide? 4) What does 'already priced-in' mean to the markets? 5) At what point should the Fed be held accountable for failing to contain rampant counter-party risk in the market?

The National Center for Health Statistics reports another drop in the life expectancy for American men to just a little over 76-years. RIA Advisors Chief Investment Strategist Lance Roberts and DSanny Ratliff, CFP examine the possible causes and implications of this troubling trend.

It's the pre-Halloween episode, with tales of mystery and intrigue from the Roberts', Sherrill, and Ratliff homesteads; What happens when no one wants to buy bonds any more? How banks are monetizing Federal debt; Halloween as an economic indicator (it's not); A slide in US Male Life Expectancy and the rise in 'Deaths of Despair;' Dear Lance: 1) Why do we have deflation? 2) Will some tariffs be dropped and others remain in place? 3) Is the Fed swimming against the tide? 4) What does 'already priced-in' mean to the markets? 5) At what point should the Fed be held accountable for failing to contain rampant counter-party risk in the market?

Houston Astros, the World Series, and Joe Buck Bingo, and JJ Watt; Markets are back to over bought levels; if you're a bull, what's not to like about this market? Why Capitalism seems to be broken: The appeal of Socialism; WeWork is the poster child of broken capitalism; Bernie Sanders' defense of Socialism: "It depends on what you mean..."

What are the chances Fed Chairman Powell redefines targeted inflation levels; regardless of how the REPO issue started, are big banks [now] colluding to pull off a reverse bank robbery on the Fed? Questions asked on YouTube, answered by RIA Advisors Chief Investment Strategist Lance Roberts.

The Houston Astros and Mattress Mac marketing; the secret of the Grand Slam; preview of this week's Fed Meeting: 88% chance of rate cut; The Roberts' House is better than reality TV: Kids and cars and girlfriends; article tease on margin debt; Answers to YouTube Questions: Powell reset of inflation target, and whether banks are colluding to rob the Fed; the thorny origin of the REPO liquidity issue--is the Fed quietly bailing out someone? Margin Debt: Why everyone is so sensitive to rate hikes: Everyone is over-leveraged.

How more savings would affect the National Retirement Risk Index; 3 Tips to avoid a "Save Taxes Now" mentality; HSA tips and strategies; the comparative worth of spare body parts; Lunch & Learn schedule for remainder of 2019; RIA Pro; Tax Rates and strategies for 2020; RIA Advisors Director of Financial Planning, Richard Rosso, w Danny Ratliff, CFP

What, exactly, is this kind of quantitative easing--and how can investors find opportunities for profit, and guard against risk of loss? RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA, with some surprising and informative data.

If the economy is doing so darn well, how come the indicators aren't adding up? RIA Advisors Chief Investment Strategist Lance Roberts crunches the data on entitlements, provides a little corrective reasoning on the true nature of Social Security, and proffers a fix for the system---which no one will ever act upon.

Astros/National's are top of mind this morning; How American's receive more in entitlements than are being paid into the system in taxes; how Social Security became an entitlement; Portfolio Manager Michael Lebowitz on Washington Nationals perspective; Fed REPO rates and demand for cash; Foreign demand for US treasuries is net-negative; the Fed is essentially financing the US Gov't by printing money; the government's Ponzi scheme; the impact of negative interest rates on governments and economies.

What happens when your wife falls asleep on your cell phone the night of the big game; Social Security shenanigans, pension fund foibles, and how to train your kids to spend responsibly...or not at all.

We've been told how well our economy is performing, and have continually been promised better, higher GDP, only to see the same results, year after year. RIA Advisors Chief Investment Strategist Lance Roberts explains the villain that's afoot...and it's us.

Astro's vs Walgreen's; how great is the economy when 96% of all revenues are going to pay for required spending by Government? Astro's and Alarm Clocks; Social Security Shennanigans; Pension Plans and Ponzi Schemes; children and savings, and the true cost of ownership.

Two examples of capitalism, one at its best, and one as it has been corrupted: The ugly story behind the WeWork debacle, and how you can tell your enormous debt is no longer your problem, but the bank's.

Ever wish you could sweep all of the clutter out of your life, out of your finances, and start fresh? The Simple Life author Gary Collins shares his methodology with RIA Advisors Director of Financial Planning, Richard Rosso, in this second podcast visit to the show.