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| President Trump's tariffs are being negated by Trade Courts, and markets feel inspired. Nvidia reports earnings, and is poised for a 6% gain today; we're still on the cusp of all that AI can do. Lance and Michael discuss the importance of recognizing and shutting out the narratives that distract investors; why we all seem to need a reason "why" things are as they are. Commentary on Nvidia's technology "moat;" comparisons to Apple's growth curve. How narratives matter (and do not); fundamentals are still long-term market drivers. The relationship between deficits and interest rates explored; beware of being too attached to any narrative. "The End of American Exceptionalism?" Don't you believe it. Consumer confidence...what is the Money Supply doing. SEG-1: Nvidia Earnings & Cusp of AI Growth (The Lost Segment can be viewed here: https://www.youtube.com/watch?v=-oCeEyCktR4&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ) 0:15 - Shifting Narratives & Reasons Why 15:59 - Fundamentals Drive Markets Long-term 30:14 - Why Tariffs are NOT Inflationary Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s ------- Articles mention in this show: "The Anchoring Problem And How To Solve It" https://realinvestmentadvice.com/resources/blog/the-anchoring-problem-and-how-to-solve-it/ "Trump Tariffs Are Inflationary Claim The Experts" https://realinvestmentadvice.com/resources/blog/trump-tariffs-are-inflationary-claim-the-experts/ ------- The latest installment of our new feature, Before the Bell, "The Correction is Over," is here: https://www.youtube.com/watch?v=_utj49L0G3I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Nvidia Day!" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025: https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #CorrectionOver #NVDA #NvidiaStock #TechStocks #StockMarketNews #MoneyFlows #Nvidia #TrumpTariffs #Inflation #MarketCorrection #MarketPullback #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #MarketNarratives #InvestingAdvice #Money #Investing |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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