The Real Investment Show Podcast

10-7-26 Q&A Wednesday: Can the Rally Keep Going?

October 7, 2026·50 min
Episode Description from the Publisher

Markets are pushing to record highs, but investors have plenty to question. Can the rally keep going as Treasury yields remain elevated, the labor market cools, AI enthusiasm drives Technology stocks, and geopolitical tensions continue to influence oil and inflation? Lance Roberts and Danny Ratliff answer your questions from the YouTube live chat and examine the economic, geopolitical, and investing stories shaping markets right now. Bring your questions and join the conversation as we separate market signals from headlines and discuss what investors should be watching next. 0:00 - INTRO 1:00 - Fed Policy tease (Daily Market Commentary) 3:15 - Markets Hit a New, All=time High; Divergence: Technology vs everyone else 8:18 - Will Breadth Return? 10:15 - Truth is Stranger than Fiction: Will Lewis & Emails 12:56 - Is There a Dollar Liquidity Crisis? (no) 13:04 - Loss sale in a Roth Account 14:48 - What Will Break First before the Fed Lowers Rates? 16:08 - Is Cap-ex Suffocating the Economy? 18:39 - These are "Normal" rates 19:05 - Would a "Bail-in" at Banks Affect Accounts at Investment Firms? 22:54 - Lance is Always Hungry...and on a diet; Favorite donut? 24:53 - Is Now a Good Time to Buy REIT's? 26:00 - Is the Debt too Large for QE? (no) 27:11 - Has the move in the market climaxed? 28:18 - At what 10-yr Treasury rate level do you expect to see change in cpaitla rotations? 29:41 - S&P 8100 by the end of the year? 30:09 - Do TIPS Ladders make Sense for Near-retirees? 30:58 - Investing in Brokerage's Specific Funds in Bankruptcy 32:08 - Mortgages & Delayed Demand on Bonds? (Mortgage-backed Securities) 35:54 - Does the Large Rise in Price Credit Default Swaps for Oracle Portend Financial Stress for AI/Tech Complex? (no) 36:04 - Bail-in vs Bail-out clarity? 36:25 - Should I Buy My Own Bonds vs Advisor Purchase for Me? 37:47 - Recommended Sources for Keeping up w US Economic & Financial News? 38:48 - Is there something better than Treasuries or Treasury Funds? (Why are you buying a bond?) 40:54 - Why Add Bonds to a Portfolio? 43:24 - RIA Fee structure? 45:20 - RIA Branch Office in Abu Dhabi? 45:51 - Key Analysis Points for Staying in IRA vs Rolling into Roth ==== 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 "Before the Bell" report, "Can the S&P 500 Breakout Hold?" https://youtu.be/zmtln5wbJw0 ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/G6t8DWj9zTk -------- Watch our previous show, "Sequence of Returns Risk: The Math That Breaks Retirement," https://youtube.com/live/yUsBTHvqAsE?feature=share ------ Articles Mentioned in Today's Show: "An Incalculable Concept That Is Misleading The Fed" https://realinvestmentadvice.com/resources/blog/an-incalculable-concept-that-is-misleading-the-fed/ ------- REGISTER for our next Dynamic Learning Series presentation, "More Than A Portfolio: Financial Planning PanelL" https://streamyard.com/watch/tCqfFT6bMEBn ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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/ #SP500 #StockMarket #NASDAQ #EarningsSeason #MarketOutlook #Investing #FederalReserve

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