The Real Investment Show Podcast

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.

Super Tuesday Outcome & Fed "Emergency" Rate Cut; Market Response: Rate Cut or Biden? Coronavirus Councilwoman; Flying to Indiannapolis; Financial Planning Corner: The Proper Place for Annuities; Fed Rate Cut Fallout.

What's at stake as Democrats take to the polls in Texas and California on this Super Tuesday primary election day? RIA Advisors Chief Investment Strategist, Lance Roberts, reviews the "progressive" progress that is culminating in the field being narrowed to two old, white guys, and the implications of Bernie Sanders' platform planks on financial markets, Banking, energy, and the specter of Socialism--why you should care.

Super Tuesday, Monday Market Rally--a strategy going forward; Progressive Movement winding up with two old, white guys; Coronavirus & Neil Diamond; more older Americans using pot; Bernie Sander's economically destructive platform; Socialism's Wealth Gap; G-7 Meeting fails to deliver anti-Coronavirus plan; recap of market point-loss/gain.

You might be thinking with the markets' gyrations last week, it might be a good time to make a move...and you might be wrong. RIA Advisors Chief Investment Strategist Lance Roberts explains his philosophy and strategy at this point--all predicated on two words.

It's Coronavirus Monday: Significance of last week's losses; The Narrative Behind the Narrative; Market Volatility Before Super Tuesday; The Risk to Passive Investing; Coronavirus code-name, "Thanos;" Impact on economic activity; Bernie Sanders' Summer Camp; Market Thesis for today: "Calm Down."

You remember Johnny Crawford as Mark McCain on The Rifleman TV Series. RIA Advisors Director of Financial Planning, Richard Rosso, has struck up a friendship with the former actor in the course of writing a prequel screenplay, and relates the reality many will face as we age.

Gunfighter Ballads & High Noon on Wall Street: This is not a financial crisis; Welcome to Rosso's World (no handshakes, no kisses, no leaving the house): Coronavirus is not a breakdown in the system; The Benefits of Planning Ahead can now be appreciated; What to do now; Living in Forest Lawn; Johnny Crawford and The Elephant in the Room: Long Term Care.

The full impact of the Coronavirus has yet to be felt, but it WILL have an effect on global markets. RIA Advisors Chief Investment Strategist, Lance Roberts, w Portfolio Manager, Michael Lebowitz, CFA, examine the aspects of the potential pandemic, and how its alteration of consumer behavior is creating a ripple effect in the economy.

Donald Trump's Coronavirus Presser; Market Analysis: Use bounce to re-balance; Michael Lebowitz: ESG Funds are a sham; Warren Buffett's hypocrisy, the Real Threat of Coronavirus; Market as Metric of Trump Economic Success; Is Coronavirus Inflationary or Deflationary? Investment Ideas from Covid-19; Japanese Economic impact of Coronavirus; China's contact-less Food Delivery

What made The Greatest Generation 'great,' and was their creation of the profuse decades of post-war productivity a phenomenon not to be repeated? RIA Advisors Chief Investment Strategist, Lance Roberts, w Certified Financial Planner, Danny Ratliff, reviews the remarkable history of mid-20th century America.

Impact of Covid-19 on markets; historical comparison to past conflagrations; Low Interest Rates are Not a Sign of a Healthy Economy; Tolerance for Risk During Troubled Times; high probability we've seen markets' highs for the year (2020); Low Consumer Confidence puts markets at risk; Beards, the Battle of Midway, and The Greatest Generation; how post-war years set up for 50's economy based on pent-up demand and creation of Baby Boom Generation; Markets are close to wiping out gains of 2019; Importance of Goal Rate, Hurdle Rate, Re-balancing Strategies, and Exit Strategies; Nike's Memo from 40-years ago.

Well, THAT's awkward. Warren Buffett's Berkshire-Hathaway has been sitting on a LOT of cash, when it could have been put to work--contrary to the Oracle of Omaha's advice to invest for the long term. RIA Advisors Chief Investment Strategist, Lance Roberts, reveals the earnings differential lost by BH investors because WB didn't follow his own advice.

CNBC says Markets are in "turmoil;" The bigger issue is Supply Chain disruption, the impact to earnings, and repricing risk; Market Rout: Why We Did What We Did; How Tall is Connie Mack? Berkshire Hathaway investor letter critique: 50% Market drop within next 10-years; Buffett says stay "in," but why's he holding $130-B in cash?? Investing Fad-je-Jour: ESG Funds; the Difference Between Investing and Speculating.

Countries are controlling the narrative about the Coronavirus to stave off panic. The reality of the epidemic is that it's affecting all countries, all economies, illuminating the fact that no nation is an island unto itself in this kind of storm.

Coronavirus vs SARS and the economic comparisons; the issues the Fed faces; Chelsea Mitchell vs CLAC; SW Airlines & Bad Behavior; Darwin Award nominiees & Mad Mike Hughes; Poll: How American's Leave Work; Financial Crisis, Mortgage Fraud, & Wells Fargo today.