Category Archive: 9a.) Real Investment Advice

Markets and the Fed keep talking about inflation, but what’s really happening? Lance Roberts previews the upcoming CPI, PPI reports, and real-world data to explain why the official numbers don’t always match what you're feeling. From wages and rents to energy prices--is inflation is truly under control, or just hiding in plain sight. Discover how “disinflation” differs from “deflation,” why Wall Street’s narrative matters for stocks, and what it...

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The market’s rally is not supported by underlying economic data. Weak jobs, disinflation, and slowing demand raise real recession risks. A recession doesn’t necessarily mean a financial crisis or a 50% market crash, but you have to be ready for one. In this short video, I break down what a recession could actually look like. 📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow #StockMarket #Recession...

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$SPY / $QQQ remain resilient and supported by strong money flows, underweight positioning, and short covering. While an ~8% correction is possible due to stretched valuations and the gap from long-term averages, a major downturn looks unlikely this year. In this short video, Lance Roberts explains what this means for investors. 📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow #MarketCorrection #SPY...

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Are we standing at the edge of a recession? Economic data is showing cracks: slowing job growth, weakening consumer spending, and tightening credit conditions. Meanwhile, the Federal Reserve’s policies continue to weigh on growth. In this episode, Lance Roberts & Danny Ratliff break down the key signals flashing caution, what they could mean for corporate earnings and market performance, and how investors should think about risk management in...

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Thinking about buying Bitcoin but not sure of the best approach? You’re not alone. With so many options—crypto exchanges, ETFs, custodians, and even payment apps—the path can feel overwhelming. In this episode, we break down the smartest ways to buy Bitcoin while considering security, fees, custody, and long-term investing strategy. Should you buy directly on an exchange, use a crypto wallet, or stick to regulated investment vehicles like ETFs?...

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NOTE: As of 10:50a CDT YouTube has yet to process this video sufficiently for us to edit or add time codes. We'll revise all of these as soon as YouTube allows. Lance Roberts explores how the rise of passive index funds and ETFs has reshaped markets, leading to higher correlations across asset classes and eroding the traditional benefits of diversification. Once considered the cornerstone of portfolio risk management, diversification now struggles...

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Friday’s jobs report revealed deeper cracks: a multi-month downtrend in employment, quality of hires is deteriorating, etc. Since employment drives growth & earnings, any $SPY / $QQQ pop may be short-lived – disinflation & slowing growth still point to mounting risk for equities. In this short video, I explain why Friday’s data could matter more than you'd think. 📺 Catch me daily on The Real Investment Show:...

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A weak jobs report has traders betting on a Fed rate cut – but don’t rule out a pullback in $SPY / $QQQ in September. Gold $GLD, meanwhile, looks overbought – a good spot to take profits. In this short video, I break it all down. 📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow #StockMarket #FedRateCut #SPY #QQQ #GoldInvesting #MarketOutlook

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Too many people think financial planning is just about picking investments—but it’s much more than that. A great plan is a living, breathing roadmap that evolves as your life changes. Richard Rosso & Jonathan McCarty uncover what makes the perfect financial planning experience—from getting your head straight, to gathering the right documents, to partnering with a fiduciary advisor who looks beyond just returns. You’ll learn: • Why real...

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A weak jobs print with sharp negative revisions could become bullish fuel, lifting hopes of a 50 bps Fed rate cut. In this short video, I break down why bad news might be good news for $SPY / $QQQ. 📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/...

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Stock valuations are at extreme levels — some call it a bubble, while others argue the bull market has more room to run. So, who’s right? And more importantly, what should YOU do as an investor? Lance Roberts & Michael Lebowitz expose the conflicting market narratives and explain why selling everything may not be the smartest move. Instead, they’ll explore how active investing, technical signals, and disciplined risk management can help you...

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