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The Real Investment Show Podcast: Daily Summaries Delivered
by Lance Roberts
It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
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- 2 days ago54 min
6-3-26 Q&A Wednesday: Market Momentum Slows
It's Q&A Wednesday, where we tackle your investing, retirement, market, and economic questions live. Today's topics include whether defense and drone companies remain attractive investments, if weak cryptocurrency performance is a warning sign for broader markets, how Kevin Warsh could impact interest rates and financial markets, and what size correction would warrant deploying additional cash. We also discuss investor psychology, risk versus reward for re-entering markets, whether investors need to put money to work immediately, building income-generating portfolios with municipal bonds, reserve currency concerns, opportunities in micro-modular nuclear reactors, SimpleVisor portfolio positioning, the semiconductor gamma squeeze, saving and investing excess income, the true cost of homeownership, and using options strategies to manage portfolio risk. Here's a topical rundown of today's show: 0:00 - INTRO 6:27 - Market Acceleration is Slowing 11:57 - Looking at Defense/Drone Companies 13:07 - Is the Poor Performance of Cyber Currencies a Harbinger of Things to Come? 18:24 - Will Kevin Warsh Raise Rates (and how will markets react)? 21:22 - How Large a Correction Would Trigger Cash Deploy,ent? 23:38 - The Problem for Most Investors: Psychology 25:59 - The Risk/Reward Proposition for Re-Entry to Markets 28:53 - Do You NEED to Deploy Capital now? 29:40 - The Start Here Page 33:37 - Building Income Generation Portfolio w Muni's 38:44 - Abuse of Role as Primary Holder of World's Reserve Currency 39:34 - Micro-modular Nuclear Reactor Investments 41:14 - SimpleVisor Portfolios 43:40 - How Can Semi's Be a Gamma Squeeze? 46:59 - Saving 50% of Income - Where to send the rest? 49:51 - The Cost of Home Ownership 52:15 - Selling Calls to Buy Puts? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ppkqABinsxs ------- Articles Mentioned in Today's Show: "15 Investing Rules To Win The Long-Game" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ "Risk Management For Retirees: When To Reduce Exposure:" https://realinvestmentadvice.com/resources/blog/risk-management-for-retirees-when-to-reduce-exposure/ ------- Watch today's "Before the Bell" feature, "Markets Need a Breather," here: https://youtu.be/0_dOuwmQFeY ------- Watch our previous show, "Risk Management for Retirees: When to Reduce Exposure," https://youtu.be/MSj51cpXXg8 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketCorrection #TechnicalAnalysis #Investing #BeforeTheBell
- 2 days ago3 min
6-3-26 Markets Need a Breather | Before the Bell
Stocks are now approaching 10 consecutive weeks of gains since the April lows, but the pace of the rally is beginning to slow. While momentum remains positive and markets continue to grind higher, signs of buyer exhaustion are becoming more apparent. In today's Before the Bell, we examine weakening daily advances, narrowing trading ranges, softer volume trends, and the growing gap between prices and key moving averages. We'll discuss why a short-term pullback may be healthy, why the 20-DMA remains important support, and why the 50-DMA could become the next logical downside target if markets take a pause. A correction does not necessarily mean the end of the bull trend. Understanding the difference between a normal pullback and a trend change is critical for investors managing risk in an overbought market. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/0_dOuwmQFeY --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketCorrection #TechnicalAnalysis #Investing #BeforeTheBell
- 3 days ago49 min
6-2-26 Needs vs. Wants - What Investors Get Wrong
Investors continue to focus on familiar concerns such as the U.S. dollar, bond yields, oil prices, and geopolitical tensions. But are the biggest risks and opportunities actually hiding in plain sight? Lance Roberts & Jon Penn discuss several important questions facing investors, like what market risks and opportunities may be receiving too little attention right now, and why predicting portfolio returns over the next 12 months is an impossible task, and what investors should focus on instead. Here's a topical rundown of today's show: 0:00 - INTRO 1:05 - Software & Maga Cap Tech Carry the market 5:08 - Previous Predictions Come to Pass 11:24 - Making Bad Financial Decisions - The Mini Retirement Trend 17:24 - Frugal Living Habits 22:36 - Business-building & Solo-preneurs 24:24 - Time is Your Greatest Asset 27:12 - Faulty Analyses vs the way it was 29:30 - Wants vs Needs - How Peer Pressure Drives Bad Financial Decisions 30:26 - Youth Sports Expenses & Private Equity 32:00 - The Financial Folly of 'Keeping Up w/the Jones' 35:40 - Scholarship Realities 39:18 - What's It All For? 43:07 - Putting Skin in the Game 45:07 - Kids, Credit Cards & Financial Responsibilities Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtu.be/MSj51cpXXg8 ------- Articles Mentioned in Today's Show: "15 Investing Rules To Win The Long-Game" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ "Risk Management For Retirees: When To Reduce Exposure:" https://realinvestmentadvice.com/resources/blog/risk-management-for-retirees-when-to-reduce-exposure/ ------- Watch today's "Before the Bell" feature, "Software Squeeze Meets Reality," here: https://youtu.be/N5vR32ESAeY ------- Watch our previous show, "Risk Management for Retirees: When to Reduce Exposure," https://youtube.com/live/2d6jS369BWM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Investing #StockMarket #FinancialPlanning #MarketValuations #WealthManagement #SoftwareStocks #Semiconductors #StockMarket #Investing #MarketAnalysis
- 3 days ago5 min
6-2-26 Software Squeeze Meets Reality | Before the Bell
Just a few months ago, software stocks were being written off as AI winners emerged elsewhere. Now, software is leading the market higher as investors scramble back into the sector and mechanical buying fuels a powerful rally. In today's Before the Bell, we examine the recent surge in software and semiconductor stocks, the role of gamma squeezes and momentum-driven buying, and why investors should be cautious about chasing popular narratives. We also review long-term charts that provide critical perspective on market trends, moving averages, and the inevitable process of mean reversion. Key topics include: Why software stocks suddenly became market leaders The impact of mechanical buying and gamma squeezes Lessons from the Semiconductor Index (SMH) How market narratives can quickly change The importance of long-term moving averages Understanding mean reversion and market corrections What investors should watch as momentum accelerates Markets can remain bullish longer than many expect, but history shows that prices eventually reconnect with long-term averages. The challenge is recognizing risk before the crowd does. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/MSj51cpXXg8 --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SoftwareStocks #Semiconductors #StockMarket #Investing #MarketAnalysis
- 4 days ago45 min
6-1-26 Risk Management for Retirees: When to Reduce Exposure
One of the biggest challenges retirees face is balancing the need for portfolio growth with the need to protect hard-earned savings. With markets near record highs, valuations elevated, and investor sentiment increasingly optimistic, when should retirees consider reducing portfolio risk? Lance Roberts discusses the principles of risk management for retirees and why successful investing is often more about protecting capital than maximizing returns. Here's a topical rundown of today's show: 0:00 - INTRO 0:50 - End of Quarter - Looking forward to June & July 3:24 - Hurricane Season Fun 4:51 - Easy Market Breeds Investor Complacency - No One Wants Insurance 11:47 - RIA Website Tour 15:42 - Viewer Email: What to Do As Market Correction Approaches? 17:35 - Get Invested! 19:01 - The Most Important Commodity - Time 20:24 - Risk Management is NOT Market Timing 21:22 - What is the Definition of Risk? 25:28 - Risk Management vs Market Timing 30:16 - The Math of Loss 32:00 - The Myths of Investing 34:45 - Investor Psychology 34:45 - Investor Psychology 38:37 - Write Rules Down 40:09 - How to Get Back In Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/2d6jS369BWM ------- Articles Mentioned in Today's Show: "15 Investing Rules To Win The Long-Game" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ "Risk Management For Retirees: When To Reduce Exposure:" https://realinvestmentadvice.com/resources/blog/risk-management-for-retirees-when-to-reduce-exposure/ ------- Watch today's "Before the Bell" feature, "Portfolio Insurance Before the Pullback?" here: https://youtu.be/N5vR32ESAeY ------- Watch our previous show, "Investor Anxiety, Roth Strategies, and Retirement Reality," https://youtube.com/live/ZL8lA-xHlMs ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #PortfolioProtection #RiskManagement #InvestingStrategy #StockMarket #RetirementPlanning #Investing #RetirementIncome #FinancialPlanning
- 4 days ago4 min
6-1-26 Portfolio Insurance Before the Pullback? | Before the Bell
After nine straight weeks of gains, investor optimism is running high, money flows remain elevated, and portfolio protection has become an afterthought. But history suggests that periods of extreme complacency often precede at least a short-term market reset. In this morning's market update, we review the surge in money flows since April, the growing divergence from long-term moving averages, and why markets may be increasingly vulnerable to a pullback. While the bullish trend remains intact, momentum and relative strength indicators are stretched, raising the risk of a reversion toward more normal levels. We discuss practical ways investors can think about portfolio insurance without using complex options strategies. From raising cash levels through profit-taking to utilizing short-term Treasuries, simple hedging approaches can help reduce risk while maintaining market participation. A correction does not have to be severe to feel uncomfortable, especially after an extended advance with very little volatility. Understanding risk management before volatility returns can help investors avoid emotional decisions when markets inevitably pull back. Watch today's update as we discuss market complacency, portfolio hedging, cash as a strategic asset, and why protecting gains can be just as important as generating them. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/N5vR32ESAeY --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #PortfolioProtection #RiskManagement #InvestingStrategy #StockMarket
- 1 weeks ago
5-29-26 Investor Anxiety, Roth Strategies, and Retirement Reality
Investors continue wrestling with uncertainty, frustration, and the fear of making the wrong move in today's market environment. Jon Penn & Sarah Buenger discuss why waiting for the "perfect" entry point often keeps investors sidelined, how hindsight bias and regret aversion impact decision-making, and why investing does not have to be an all-or-nothing approach Here's a topical rundown of today's show: 0:00 - INTRO 0:20 - We Don't Sleep so You Can 4:11 - World of Roth Preview & Market Summary 10:15 - How to Get Money Into Roth 13:39 -The Back Door Roth 17:21 - IRS Strategies & Prorata Rule 18:23 - Regular Roth Conversions 20:34 - Super-loading Roths 24:49 - 457 Limitations 25:22 - Mega-Backdoor Roths 27:01 - Not Every Employer Plan Includes Roth 31:35 - 529 to Roth Conversions 30:32 - When the IRS is Your "Business Partner" 33:28 - Rules of Roth & Preferred Order 35:28 - Strategies for Spousal Contributions 37:25 - When the Roth Maths don't Math 38:56 - Inheritance Tax Efficiency Considerations 41:17 - Tax Considerations & Implications in Roth Conversions 43:47 - Pre-Tax vs After-Tax considerations Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Senior Investment Advisor, Sarah Buenger, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZL8lA-xHlMs ------- Articles Mentioned in Today's Show: "15 Investing Rules To Win The Long-Game" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ "AI Productivity And Innovation: Prosperity Or Engels Pause?" https://realinvestmentadvice.com/resources/blog/ai-productivity-and-innovation-prosperity-or-engels-pause/ ------- Watch today's "Before the Bell" feature, "Tech Rally Risk Rising," here: https://youtu.be/AVXI7TCayvI ------- Watch our previous show, "Is the Semiconductor Trade Going Too Far," https://youtube.com/live/XB3W7awMDZk ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #Investing #RothIRA #FinancialPlanning #StockMarket
- 1 weeks ago41 min
5-28-27 Is the Semiconductor Trade Going Too Far?
Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But is the semiconductor trade becoming dangerously overcrowded? Lance Roberts & Michael Lebowitz examine whether the current AI-driven semiconductor boom is sustainable or if markets are entering another phase of excessive speculation. We discuss narrow market breadth, concentration risk inside major indexes, memory chip pricing, Korea's growing importance in the global semiconductor supply chain, and whether investor optimism is outrunning economic reality. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - End of Quarter prep; Triton Joins $-Trillion Club 5:59 - Market Driver Primarily Technology 12:05 - Semiconductor Commentary 18:01 - 15 Trading Rules info 19:18 - PCE Price Index Preview 23:03 - U.S. Economy Continues to Accelerate 27:27 -How Does Divergence in Oil Prices Resolve? 29:26 - Market Complacency on Resolution in Iran 31:22 - Dispersion Index - Fragile/Stable vs Ripe for Rotation 33:16 - AI Impact on Economy - Bullish vs Bearish cases 35:43 - AI & the Engels Pause 37:45 - What New Jobs Will AI Generate? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XB3W7awMDZk ------- Articles Mentioned in Today's Show: "15 Investing Rules To Win The Long-Game" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ "AI Productivity And Innovation: Prosperity Or Engels Pause?" https://realinvestmentadvice.com/resources/blog/ai-productivity-and-innovation-prosperity-or-engels-pause/ ------- Watch today's "Before the Bell" feature, "Tech Rally Risk Rising," here: https://youtu.be/AVXI7TCayvI ------- Watch our previous show, "Q&A Wednesday: Real Advisors, Real Answers ," https://youtube.com/live/zzDZJD0kIeA ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #TechnologyStocks #Semiconductors #SP500 #MarketRisk #Semiconductors #ArtificialIntelligence #AIStocks
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