The Real Investment Show Podcast

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.

The pending World Series contest between the Houston Astros and the Washington Nationals will be an on-going thread throughout this morning's show; a big week for quarterly reporting; Fed Districts with weakest reports are those with most exposure to China Trade Tariffs; Who's Richer? How Capitalism works vs the WeWork Ponzi scheme; Life is good until you turn 43: The Happiness Curve; Season tickets of GreenBay Packers, Houston Texans, and San Francisco 49'er's: will offer of food inclusion help sales?The Sports Gene; why markets are offering an opportunity to increase exposure to stocks.

Consumer buying habits are shifting with prevailing demographics, and there are some products that will be going away because no one's buying them; special thanks to a Conan O'Brien segment featuring Gary Gulman;

As we age, we begin to lose some acuity in our vision, dexterity, and hearing...or so we're told. Lance discovers he's still 'got it,' and why his & her's Amazon Prime accounts might be worth the expense.

What are quarterly reports (beating lowered estimates) really telling us about the economy; Why Millennial spending patterns matter; excerpts from Gary Gulman on Conan: Cereal for Breakfast; Is Lance going deaf? Shopping on Amazon; Labor Force participation, and why we're not prepared to not have a job; results of Target's minimum wage hike to $15/hour.

Market Review and "The Great Sag;" Christmas decorations and market commentary; China's GDp--can the numbers be believed? Teaching the kiddos about money; Gary's Money Experiment; Moonjar; Save, spend, give; the Bertha Cabello podcast preview.

"If the value of a currency rests on its limited supply, are we now entering a phase where the value of the dollar will begin to be questioned." A frank discussion of monetary policy, and the need for the will of the people to foment change; a discussion of the Gold Standard, and whether there is a need for a return to some kind of monetary standard in order to hobble the Fed and the Government's ability to spend without restraint; what history tells us the economic outcome will be.

The ironic similarities between Brexit and the ongoing trade "talks" between the US and China; Boris Johnson vs Donald Trump Hair; Texas Weather; Thanksgiving at The Roberts' House; Michael Lebowitz on a Matter of Trust and The Gold Standard: A history of Monetary Policy; why markets are priced for 'perfection,' which is where nobody lives; wage growth not keeping up with inflation in cost of living; why debt matters, and rising debt hampers economic growth.

So you think Free Trades are really free?? Here's what really goes on with your 'free' trades that don't cost you anything...or do they?

The importance of Trust in Currency; Tips for Avoiding Tax Mistakes; How the Fed's latest round of QE (that's NOT QE) rallied Wall Street; Astro's Win; Dem Debate no mention of Climate Change--which is a huge wealth transfer; Bernie Sanders' attack on the rich(er than he); the value of a dollar; Brokerage Firms offer "free" trades; why sometimes it's better to pay for a service; How China Trade Tariffs may impact 2020 Election; things older Lance would tell younger Lance.

Economist Daniel LeCalle's new book, "Freedom or Equality," will be released in March 2020, and we get a preview of his thoughts on the difference between equality and equal opportunity, whitewashing interventionalism; capitalism isn't broken, but it's been warped by corporate stock buy-backs; four reasons US Healthcare is the way it is; why our challenges cannot by solved by destroying the greatness of the US; why you cannot equalize-up, only equalize-down to the lowest-common denominator.

As the next Earnings Season cycle emerges, weaker GDP Growth is expected to be reflected in coming reports; Bulls are getting QE and Trade but remain stuck in the middle; WeWork and Tesla are examples of companies burning through cash, still not turning a profit; look for big changes as WeWork goes public because it has to--likely will be taken over by its debtors; a preview of our podcast interview with Daniel LaCalle on Freedom, Equality, and Capitalism.

A continuation of Lance Roberts' discussion of how Capitalism was distorted by Wall Street, the myths about Capitalism used to extract votes from the populace, and how investors can capitalize on Capitalism.

The latest China Trade "deal" is no deal for the US; parking fun and games at the Austin Music Festival; Lance's Mom and her new mobile phone; Houston's winningest pro teams ever; Capitalism under attack; why deficits aren't self-financing; Bernie Sanders is so Socialist, he's calling Elizabeth Warren a Capitalist; China's social credit system: Why the US really isn't too far behind.

What does market volatility mean for your portfolio? Why we're all in financial purgatory; retail sales forecasts are cautiously optimistic. Why Ken Fisher wants to get in your pants: A marketing critique; buzzwords for transactions; the real responsibility of financial planners. ROTH Accounts and the Five Year Rule.

The rumors vs the reality of what's happening between Washington and Beijing are having an effect on Wall Street. RIA Advisors Portfolio Manager, Michael Lebowitz, CFA provides his take, plus commentary on Millennials' perspective on the markets--they've never lived through a down market; the generation that created Social Media is now using that tool to amplify their voice; is it time for investors to "sit on their hands?'

With more and more workers taking on second and third jobs, the opportunity was ripe for the development of an app to connect contractors with gig employers. Moonlighting founder and CEO, Jeff Tennery, reveals the metamorphosis of the Moonlighting app with RIA Advisors Chief Investment Strategist, Lance Roberts.

How Trump Tweets are affecting CEO Confidence--and the interesting correlation to the economy and GDP; Kroger and vaping and smoking; raising kids in the 21st Century; Consumer Credit, credit card debt, and student loan debt; why forgiveness of debt is a bad path to follow; preview of the Jeff Tennery interview podcast; why Capitalism is what the 2020 Election will be all about; nothing comes for free; debt created to pay for free stuff still must be serviced.

Who are we really angry with as the wealth gap continues to widen? RIA Advisors Chief Investment Strategist Lance Roberts compares "The Company Men" movie to modern day corporate tactics.

China now says it might not be open to a trade deal before the 2020 elections, unsure of who will be in charge in 2021; Auto Sales are coming to the end of their latest cycle; Billionaires, pay gaps, and the cost of living; Capitalism isn't broken; Corporate America in today's economy; why you can thank Bill Clinton for today's pay gap between CEO's and workers; the problem with pension funds;

Why economics is a Social Soup, and paying attention to those around you can be profitable; why I-10 has surpassed HWY 290 as Houston's "Highway to Hell;" Market commentary, plus why bonds "guaranteed" income should be viewed carefully in a negative rate environment; why is Open Enrollment is so feared by employees; What's in your portfolio? The purpose of Central Banks vs how they're being used; plus, a preview of upcoming classes and workshops.

Regardless of what the Federal Reserve wants to call it, measures to continue economic stimulation by the central bank would appear to mimic earlier editions of Quantitative Easing. As RIA Advisors Portfolio Manager, Michael Lebowitz, CFA quips, "If it walks like a duck...:

Forrest Gump once said, "Stupid is as stupid does..." In this segment, Lance Roberts and Danny Ratliff review an essay written in 1976 by University of California at Berkley Prof. Carlo M. Cipolla on "The Five Laws of Human Stupidity," which Lance has applied to the present-day, bone-headed stunts some investors perform upon themselves. BUMP MUSIC by Leo Moracchioli/Frog Leap Studios: "Born to Be Wild" and "Bittersweet Symphony"

There is now a 60% chance some kind of China Trade "deal" emerge before the 2020 Elections; meanwhile, economic data--particularly lagging indicators--are beginning to show cracks in the facade of the US economic story; Portfolio Manager Michael Lebowitz, CFA w Chief Investment Strategist Lance Roberts, explore the possibilities of more Quantitative Easing by the Fed--could this be a permanent "tool?" Why UFO sightings are down, even as the Navy confirms their existence; an early termination fee for a 102-year old satellite TV customer.

The latest ISM numbers are not promising, and now even the dumbest economists are proposing tariffs and debt is leaching productivity out of the economy; proof that communism does not work, as Capitalism is credited for lifting the Chinese people "out" of poverty; meanwhile, in America, the only thing that has contributed to our economic growth has been Government Spending. The Five Universal Laws of Human Stupidity; Why your taxes WILL go up within the next 5-years.

The latest ISM numbers are not promising, and now even the dumbest economists are proposing tariffs and debt is leaching productivity out of the economy; proof that communism does not work, as Capitalism is credited for lifting the Chinese people "out" of poverty; meanwhile, in America, the only thing that has contributed to our economic growth has been Government Spending. The Five Universal Laws of Human Stupidity; Why your taxes WILL go up within the next 5-years.