The Real Investment Show Podcast

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 structure of relaxed lending rules, peer-to-peer arrangements, and why IPO's occur; the story behind WeWork, and why its path to profitability is non-existent...and why you should care.

With roughly 80% of the China Trade Deal already agreed upon, what happens if President Trump can't close 'em before the 2020 Election? How Political Fatigue is affecting the electorate; the True Job of Government; Why what happens to WeWork Should Matter to You; What's in your wallet/401-K?

As teen clothing retailer, Forever-21, slips into bankruptcy, the evolution of retail sales, home sales, and the definition of work continues apace: Wage inequality is spawning unrest between the have's and the have-not's, and everyone is looking to someone else to take on the debt of others; the appeal of Bernie Sanders' promises of free stuff for all;

What is the Markets' reaction to the current impeachment circus? Babies on Airplanes--why seats set farthest away from them could draw premium prices; US Retirement Security Ranking drops to #18; Richard touts our new "My Blocks" financial planning feature; the latest on Medicare/Medigap enrollment advice; the new Medicare Plan Finder website; volatility in the markets likely to increase as politics creep into the narrative as 2020 draws nearer; how retirees should look at taking their distributions--and when.

An in-depth explanation of what happened in the Overnight Repurchase Agreement (REPO) Funding Market on Monday (9/16/19), why it matters, and the repercussions to be expected; this could be the end of the Era (error) of Quantitative Easing, and the connective tissues of the mind set that would rather bailout troubled companies (and individuals) rather than allow failures (and corrections) to occur; and why today's political party pandering and proviso's of free-everything is so appealing, despite the incongruity of their logic.

What happens to the markets every time the president sends a tweet? Could this argument be made--or are they all wrapped up in it together? The Astros and Mattress Mac--time to buy a new bed? On-line match-making, marriages, and tad of fraud at Match.com; the REPO liquidity crisis explained--how you know there's a problem; McDonald's veggie burger; Are we seeing the end of the QE Era or error (or both)? We've had socialism for the wealthy for years; Dem's want it for themselves now.

The mix of 60/40 Stocks to bonds will continue to enable porfolio's so arranged to out-perform the S&P 500, according to RIA Advisors Chief Investment Strategist Lance Roberts, reviewing the math, and a recommendation to revisit a prescient book from by gone days of yore--which turned out to be spot on.

George P. Mitchell was the 'Father of Fracking,' and we begin this podcast segment with an abridged edition of our interview with Mitchell biographer Loren Steffy, and continue with a discourse on subsidies, Tesla, WeWork, and the unintended consequences of bailing out companies that should be allowed to fail.

The Houston Astros are having one of their winningest seasons ever, and Las Vegas Odds makers are now giving 3-to-1 odds the lit' ol' team from Texas will take the 2019 World Series. RIA Advisors Chief Investment Strategist Lance Roberts, RIchard Rosso, Director of Financial Planning, and KSEV Operations Manager Russell Sherrill discuss the possibilities and why Vegas bets aren't too different from Wall Street bets.

How might effects of a Trump Impeachment investigation impact Wall Street? Excerpts from our podcast interview with Loren Steffy on his biography of George P. Mitchell; an email is answered: No Subsidies for Anyone! Richard Rosso's explainer on My Blocks feature; Bernie vs Billionaires; Bond Yields' connections to the economy; Why the 60/40 portfolio mix will continue to outperform the S&P 500; being bearish vs realistic; why political policies attacking wealth will fail.

Who wouldn't want to bank more cash for working fewer hours? There's an downside to this financial nirvana that's being peddled by politicians; why Millennial women aren't the marrying kind (it's not them!); and a basic, teachable moment about savings for the kids.

The life and times of George P. Mitchell from biographer Loren Steffy (author of "Deepwater Horizon): his take on electric cars, how fracking and saving the planet were interconnected, and Mitchell's agenda for global sustainability.

How to add money in an over-bought markets; playing guessing games with Steve Mnuchin; what happens if/when China Trade issues are (partially) resolved? Is Wework on the verge of melting-down; what is impact on Real Estate in New York, and nationally? Working in Retirement; Elizabeth Warren's plan for Government Income--loss of innovation; frugality as a teaching moment for Danny's kids; Elizabeth Warren's plan to tax productivity and marriage; Sagitarius-A--the Big Black Hole; why business is always optimistic; preparing for Halloween and Christmas at the Roberts' house.

You see the strangest things at market tops...as well as at Market Bottoms, as we look at some ideas for making money on money making--what could possibly go wrong??

What are actions typical of Market Tops vs Market Bottoms? The story of the $55-million Bowie Bonds; CD's vs Lp's and the digitization of music; NBA's Spencer Dinwiddie and his bond offering to fund investment in Bitcoin; the significance of The Fed's "Mid-Cycle Rate Adjustment;" companies with no path to profitability: WeWork/Andy Newman; the veneer of the financial markets is cracking

Why CEO's are predicting Recession by 2020; the Amazing Mattress Mac and Houston Flood Relief; End of Life and Estate Planning; The Fed's impact on investors and savers (America is the best house in a bad neighborhood; how lower rates affect savers; going to Disney World, and the creation of Misney World; how poor saving habits can hurt you; why America is like Japan, w changing demographics and culture.

In considering the Stability/Instability paradox now facing the Federal Reserve, a look at data vs sentiment, and the story of one business' success by leveraging the news of the day, thus mocking the newsmakers.

What happens when the Fed drops rates, but teases leaving the door open for more quantitative easing? Why Jerome Powell can't say a recession is coming--because recessions are self-fulfilling prophecies; what small business owners know and fell; NFIB report, CFO Survey: 53% expect recession before 2020 elections; Why Barack Obama and Beto O'Rourke are the best gun salesmen; Fannie Mae and Freddie Mac are still "dumpster fires" ten-years after their bailouts, and still insolvent.

When markets nearly ground to a halt on Monday (9/16) the Fed stepped in with measures to save the day--still unknown is WHAT caused the problem: Was it a search for funds by the Saudi's following weekend drone attacks on their refineries? RIA Chief Investment Strategist Lance Roberts w Portfolio Manager Michael Lebowitz, CFA and Danny Ratliff, CFP on likely occurred, and what it means to investors.

Will the Washington slug-fest continue (Donald Trump bashing Jerome Powell) after today's Fed Meeting? Why have the odds of a rate cut dropped to 50-50: What's going on that we don't know about? The liquidity crunch on Monday that spooked Wall Street; what the White House wants vs what's really best for the US Economy and economic policy. RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager Michael Lebowitz, CFA and Danny Ratliff, CFP.

How the illusion of economic growth has blinded investors to the slowdown that is already occurring globally; why the ECB's move on rates was for the benefit of a certain Germany-based bank; investors who ignore the elevated risks do so at their own peril.

The impact of oil prices on drilling; how shale production has enabled US independence; OPEC efficacy on pricing; the pricing power of small business; Netlfix acquisition of "Seinfeld;" Streaming wars and the battle for content; Why Amazon isn't a monopoly--yet; the risks of a liquidity-driven event; yield curve inversion ISN'T the problem--it's when it RE-inverts that the trouble begins; corporate credit and debt issues; Deutsche Bank is the Lehman Bros of Europe; paying attention to what you own: Why a liquidity crunch will happen rapidly.

The weekend drone attack on Saudi oil refineries are sure to have an effect on oil prices--which may not be a bad thing, economically speaking...plus a critical look at the timing of the UAW Strike against General Motors.

The economic and policy responses to the weekend drone attacks on Saudi Refineries: What will be the Fed's reaction; Trump's Tweets; The Problem with Oil Prices has been too much supply; other exogenous events impacting US economy: UAW Strike (at a time when inventories are highest, financing costs at lowest); NFIB Report: Higher Labor Costs are number one concern; what happens if Recession hits before 2020 Elections? Teen Weekend at the Roberts' House; A Dog's Life-2; what's happening at fast-food franchises.

RIA Advisors Director of Financial Planning, Richard Rosso, CFP with what's happening to your Social Security COLA for 2020 thanks to Inflation Indexing; the value of waiting to collect your SS; the danger of blanket statements about SS, and "living long enough to break even." What happens when you take SS early, statistically-speaking; lessons on retirement from rolling a rock.

RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager Michael Lebowitz, CFA with a critique of President Donald Trump's Twitter calls for lowered interest rates, and what the unintended consequences may be.

RIA Advisors Chief Investment Strategist Lance Roberts and Danny Ratliff, CFP, remember 9-Eleven on its 18th anniversary; Palindrome Day; Survey: Most People Can't be Trusted? Why does bad news travel faster than good? Florida Boy and the Tennessee Vols T-shirt; Why Zero Percent is bad for economic growth; Why Millennials are missing out on refinancing their mortgages (and why they really shouldn't be owning a home...)The good advice that Dave Ramsey gives (it's not all 100%).

RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager Michael Lebowitz, CFA analysis and commentary as the EU moves to cut rates and apply more QE: How is taking on more debt to pay off debt a sound strategy? How to lose a few $-Billion in a week? WeWork's Adam Newman has found a way; how to raise a family on $58k? (improbable); the August Jobs report shows the economy is slowing, regardless of the rah-rah headlines.

RIA Advisors Chief Investment Strategist Lance Roberts takes a look at JP Morgan's newest index designed to measure market volatility caused by the Tweeter-in-Chief, President Donald Trump. Hilarity ensues.

RIA Chief Investment Strategist Lance Roberts takes a look at the pay gap between men and women, and along the way stumbles into a discussion about the WWE, The Rock, the Bella Twins, and Miz and Mrs...

RIA Advisors Chief Investment Strategist Lance Roberts on reality TV stars, the metamorphosis of the WWE, Miz & Mrs; the pay disparity between men and women; why women aren't marrying; market preview and Apple's latest 'innovation:' streaming TV; credit card rewards for streaming services are a big trap; why credit card rates are so high when Fed rates are so low; Google investigation not happening in Cali and Alabama: Football: Texans: emotional investment: sports: Brent Clanton's son and grandson are taking up the slack for his paucity of interest in sports; JP Morgan's Volfefe Index; Small Business sentiment not positive, as wages rise while sales fall.

RIA Advisors Chief Investment Strategist Lance Roberts reviews the push for a $15/hour minimum wage, and the unintended, unexpected (by some) consequences, and re-asserts what a true minimum wage actually is.

RIA Advisors Chief Investment Strategist Lance Roberts reveals some of the inner tensions from within the Roberts Compound, stemming from a modicum of guilt (no, not even that much) over the "loss" of the family Christmas Tree (or two) (or three) during a recent move...and his secret to the magic of Christmas. No, not really. It's just a segment that was too entertaining not to post. Enjoy.

RIA Advisors Chief Investment Strategist Lance Roberts previews this week's market activity and the forces that may come to bear; Christmas Shopping in September and the Mystery of the Missing Christmas Tree(s); the fiscal vacancy of government is beginning to weigh on populace; the consequences of a higher minimum wage; why buying a house is NOT an investment, and may not be right for you; densest material discovered: Governmentium.

RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Danny Ratliff, CFP, looking at the problem of median retirement account balances at only $58k; Five Things Your Broker Will Ignore; Investing in your health (with excerpts from our podcast interview with Lindsey Day); The Breakfast Burglar; how people are using HSA's all wrong.

RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Charge Up Challenge CEO, Lindsey Day, in the first of a series of chats about health and nutrition and the basics you need to know to get on the path to eating better.

RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Charge Up Challenge CEO, Lindsey Day, on taking the first step to physical and mental wellness as a holistic approach to financial health;

RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Charge Up Challenge CEO, Lindsey Day, sharing top carb recommendations and (one of) the secrets of Richard's remarkable make over.

RIA Advisors Director of Financial Planning, Richard Rosso w Lindsey Day, CEO of Charge Up Challenge, with practical advice on where to best spend your retirement--on a cruise ship instead of a rest home, plus Lindsey's Top Five List of Supplements.

RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA on the continuing impact of Hurricane Dorian, the Broken Window Theory, and how markets have responded to the mere whiff of a Fed rate cut later this month; Fantasy Football, Cam Newton's new records, and combination sports: American Ninja Warrior + Golf Announcers; New trade tariffs now and later--when their impact will be felt; why China's goal is to delay a deal; Bill Dudley and the "independence" of the Fed; why market optimism, in spite of falling economic indicators, remains predicated on lower interest rates ahead; is the Fed making a mistake by prolonging the current cycle?

RIA Advisors Chief Investment Strategist Lance Roberts w Danny Ratliff, CFP, discussing the aftermath of Hurricane Dorian, the anticipated acceleration of the trade war with China; Brexit Fatigue, BLS reporting and applications of The Dismal Science; unintended consequences of the $15/hour Minimum Wage; Dorian Birth Explosion, SAT Adversity Scoring debunked.

RIA Advisors Chief Investment Strategist Lance Roberts reboots from the Labor Day Weekend with Chinese retaliation to Trump's Tariffs; Hurricane Dorian; Yield are telling us something's wrong; what not to buy your wife this Christmas; Electric Vehicles and the problem with subsidies (another word for tax); the French Fry Diet and Climate Change; AOC and Electricity; Why Debt Matters.

RIA Advisors Chief Investment Strategist Lance Roberts with Eight Really Good Reasons to hold cash--among them, the independence of the Fed is now in question; China Trade, Tariffs, and Social Credit Scoring system--is the US far behind?? Chinese timing trade talks retributions to coincide with 2020 elections; Social Media: What's in your echo chamber?

RIA Advisors Chief Investment Strategist Lance Roberts' critique of Bill Dudley's Bloomberg Editorial on the Fed's potential role in the 2020 Election--against Donald Trump; deconstructing Rex Nutting's MarketWatch article on American Wealth vs Debt; Hurricane Dorian vs Donald Trump's nukes; Climate Change is the greatest scheme for wealth transfer from the middle class to the wealthy, ever. Lori Loughlin's college admissions scandal, and what's really wrong with the SAT.

RIA Advisors Chief Investment Strategist Lance Roberts previews his Podcast interview with RealVision.com co-founder Grant Williams, in a wide-ranging discussion on negative interest rates, what bonds are telling investors, the appeal and proper place of gold in a portfolio, and why you should listen to those with whom you disagree.

RIA Advisors Chief Investment Strategist Lance Roberts' technical market analysis and commentary; why it's just too early for Christmas at Costco; the Grant Williams podcast preview; the effects of SALT repeal on NY/CAL real estate--how other states were subsidizing their taxes; softness in real estate is yet another signal of late-term economy; Donald Trump's Hurricane Nuking plan; G-7 Meeting/Climate Change initiative; why the wealth of America is the take-down target of globalists.

RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Danny Ratliff, CFP on managing your household risk levels, what monetary policy can and cannot do; what to do when markets are choppy; how to avoid yield seduction; also the importance of handwritten notes. It's a thing.

RIA Advisors Chief Investment Strategist Lance Roberts examines investors' dilemma as trained respondents to Fed movements, and notes yet another warning sign that all is not as well in the US (and global) economies as we're being told.

RIA Advisors Chief Investment Strategist Lance Roberts w Danny Ratliff, CFP review market volatility and more signs a recession is nearing; why the government didn't refinance SS and pension debt while interest rates are low; Why there aren't more 401-K Millionaires; the wealth gap explained; Saving and paying for college; men who live as dogs; celebriphelia and social media (seriously, some of this stuff you just can't make up!)