The Real Investment Show Podcast

The Real Investment Show Podcast

It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.

Episodes

October 26, 2026 • 57 mins
For decades, investors relied on bonds to protect their portfolios when stocks declined. But in 2026, stocks and bonds have begun falling together, raising questions about whether the traditional 60/40 portfolio still works. What changed? The answer may be oil. Lance Roberts examines how rising oil prices, inflation, and Federal Reserve policy disrupted the historical relationship between stocks and bonds—and why those same f...
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The S&P 500 is testing its 100-day moving average as markets remain trapped in a two-month consolidation range. With stocks approaching oversold conditions, will support hold and trigger a year-end rally, or is a deeper market correction ahead? In today's Before the Bell, Lance Roberts examines critical S&P 500 support levels, the growing divergence between market-cap-weighted and equal-weighted indexes, and a potential rot...
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Medicare Open Enrollment is here, but are you making the right choices for your retirement healthcare coverage? From Medicare Advantage and Medigap Plan G to prescription drug coverage and high-deductible health plans, understanding your options could help you avoid costly mistakes. Richard Rosso & Jonathan McCarty break down the differences between Medicare Supplement policies, issue-age versus attained-age pricing, Medicare A...
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October 22, 2026 • 43 mins
Is the Federal Reserve getting monetary policy wrong? The bond market may be sending a warning that the Fed is ignoring. With inflation, interest rates, and economic growth sending conflicting signals, the risk of a costly Federal Reserve policy mistake is growing. Lance Roberts & Michael Lebowitz examine whether the Fed is misreading the economy, keeping interest rates restrictive for too long, or risking another inflationary ...
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Stocks are under pressure despite strong earnings from major technology companies. With S&P 500 futures falling and the Nasdaq facing renewed selling, are investors preparing for a market correction, or is a breakout approaching? Lance Roberts examines why strong corporate earnings aren't enough to satisfy Wall Street's elevated expectations, how concerns about an artificial intelligence (AI) bubble are affecting technology sto...
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Are stocks headed for a year-end rally, or is the AI investment boom creating new risks for investors? Today, we examine improving stock market breadth, the S&P 500's ongoing consolidation, and the outlook for a potential Santa Claus rally. We discuss whether artificial intelligence stocks are in a bubble, what constitutes an attractive valuation for Nvidia (NVDA), and the risks surrounding CoreWeave, Anthropic's delayed IPO, a...
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The S&P 500 remains trapped in a consolidation range as investors await the next decisive market move. Strong trading support and rapid rotation between technology and value stocks are keeping buyers and sellers evenly matched, despite a continuing momentum sell signal. Will corporate earnings trigger the next stock market breakout? With midterm elections approaching and year-end seasonality coming into focus, Lance Roberts exa...
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October 20, 2026 • 50 mins
Is artificial intelligence making portfolio diversification more difficult than investors realize? AI-driven stocks dominate major market indexes, leaving investors potentially overexposed to a handful of technology companies, even when they own diversified index funds. Lance Roberts and Jonathan Penn examine the hidden risks of AI-driven market concentration, the limitations of traditional diversification, and practical strategies...
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Oil prices are surging, but could an energy sector reversal be coming? Lance Roberts examines why extremely overbought crude oil prices may be signaling a near-term peak, with implications for inflation, Treasury yields, Federal Reserve policy, and the stock market. The S&P 500 remains in consolidation after testing its 100-day moving average, while sector rotation continues. Technology stocks have weakened as Consumer Staples,...
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Is inflation here to stay, or could higher prices eventually correct themselves? Lance Roberts explains why the difference between "good" and "bad" inflation matters for the Federal Reserve, interest rates, Treasury yields, and the stock market. We examine what inflation trends reveal about consumer purchasing power, Federal Reserve policy, bond yields, and the outlook for investors. Could today's inflation pressures eventually bec...
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Technology stocks are under pressure as investors rotate from growth to value, while the S&P 500 approaches a critical test of its 100-day moving average. Following Friday's selloff, the market remains trapped in a two-month consolidation range, with a short-term momentum sell signal suggesting further downside pressure. AI-related suppliers and neocloud stocks suffered particularly sharp losses, even as broader market breadth ...
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October 16, 2026 • 41 mins
How much does owning a dog or cat really cost over its lifetime? From adoption fees and food to veterinary care, pet insurance, and estate planning, pet ownership comes with financial obligations that can significantly affect your household budget. Richard Rosso & Jonathan McCarty examine the true lifetime costs of pet ownership, including the differences between dogs and cats, unexpected healthcare expenses, dental care, trave...
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Inflation remains stubbornly elevated, raising fresh questions about the Federal Reserve's next move on interest rates. Will the Fed hold rates higher for longer, or will slowing economic growth force policymakers to reconsider? Lance Roberts and Michael Lebowitz examine the latest inflation trends, the Fed's interest rate outlook, and what persistent price pressures could mean for the stock market, Treasury yields, and investors. ...
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Hotter-than-expected CPI inflation data sent stocks lower Wednesday, erasing the S&P 500's recent breakout to all-time highs and pushing markets back into the trading range that has persisted since August. With the index now threatening to test its 100-day moving average, is a larger correction developing, or is this simply normal October market behavior? Lance Roberts examines why improving market breadth and a rotation from g...
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What do the latest economic developments, stock market trends, Federal Reserve policy, and geopolitical events mean for your investments and retirement plans? Join Lance Roberts and Danny Ratliff for Q&A Wednesday as we examine the past week's financial headlines, market volatility, interest rates, Treasury yields, and investment opportunities. 0:00 - INTRO 0:56 - CPI Day & Financials 3:23 - Rotation from Growth to Value 4:...
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The S&P 500 continues to hold steady, but beneath the surface, market weakness persists as investors rotate from growth stocks into value. Technology and semiconductor stocks are facing selling pressure, while mega-cap names like Apple, Alphabet (Google), and Nvidia help support the market-cap-weighted S&P 500. Meanwhile, the Russell 2000, S&P SmallCap 600, and S&P MidCap 400 reveal a different picture. Small-cap an...
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Is Gen Z gambling away its financial future? And with 10-year Treasury yields near 5%, are bonds finally offering investors a safer bet? Lance Roberts & Jon Penn examine two very different approaches to financial risk: the growing popularity of sports betting, online gambling, and speculative trading among younger Americans, and the potential investment opportunities emerging in the U.S. Treasury market. 0:00 - INTRO 1:12 - Bil...
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The S&P 500 remains near all-time highs, but Technology and Energy are doing most of the heavy lifting. Financials, Utilities, and Real Estate continue to lag, exposing weakness beneath the broader market. In today's Before the Bell, Lance Roberts examines the pressure on bank stocks, including JPMorgan Chase (JPM) and Goldman Sachs (GS), as oversold conditions, earnings reactions, and emerging technical buy signals suggest a p...
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What happens to the economy when population growth slows—or goes into reverse? Lance Roberts & Bill King explore the demographic forces reshaping the United States and the world, from falling birth rates and China's One Child Policy to immigration, aging populations, Social Security, housing, inflation, and the future of work. We examine what depopulation really means for economic growth and retirement sustainability, why...
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Estate planning is about more than deciding who gets what. Poor planning, unequal circumstances among children, prior financial assistance, caregiver responsibilities, and mismatched inherited assets can create family conflicts that last for years. Richard Rosso and Jonathan McCarty discuss how to have the important conversations before an estate plan is finalized, including treating siblings differently when their circumstances ar...
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