Category Archive: 9a.) Real Investment Advice

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Stablecoins To The Treasury’s Rescue

2025-06-04

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2025-06-04

Digital Money was the title of TBAC’s April 30, 2025, presentation to the U.S. Treasury Department, and an important topic worth discussing. TBAC, short for the Treasury Borrowing Advisory Committee, is comprised of senior investment professionals from the largest banks, brokers, hedge funds, and insurance companies. Most often, the committee informs the Treasury staff on …

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6-3-25 THe Multiplier Effect of AI Spending

2025-06-03

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For every $1-Billion spent on developing AI, it creates $3-Billion in economic growth. It's called the multiplier effect, and if the Administration has $1.8-Trillion in commitments to spend on AI. Do the math: Multiply by three. That's where economic growth is coming from. Hosted by Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:...

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6-3-25 Reports of the Death of American Exceptionalism Are Greatly Exaggerated

2025-06-03

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Is America’s global leadership really fading? Lance Roberts & Jonathan Penn reveal the truth behind the “decline of American exceptionalism” narrative, and why the U.S. continues to lead in economic strength, innovation, and global influence. Today's show also features several bonus elements, including a recap of Mrs. Robert's trip to the Vegas Bitcoin Expo and convention robots; an exposition on the alleged death of American Exceptionalism,...

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How Long $2 Million in Retirement Savings Lasts in Every U.S. State

2025-06-03

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2025-06-03

For many Americans, accumulating $2 million in retirement savings is a significant milestone. However, the longevity of these savings can vary greatly depending on the state in which you choose to retire. Factors such as cost of living, taxes, healthcare expenses, and lifestyle choices all play a role in determining how far your retirement funds …

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Sell In May And Go Away?

2025-06-03

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2025-06-03

An old Wall Street adage advises investors to sell in May and go away. Given that we have just turned the calendar to June, it's worth assessing whether selling stocks and holding cash for the next seven months makes sense. The graph and data below are based on two trading strategies, both starting in January … Continue reading »

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6-2-25 You Can Always Rationalize a Reason Not to Buy Stocks

2025-06-02

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We can always rationalize why we shouldn't buy stocks. Lance Roberts shares one of The Most Stupid Excuses he's heard yet. Hosted by Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Listen daily on Apple Podcasts:...

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6-2-25 Why Buying Stocks is Always Hard

2025-06-02

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Why does the stock market test our patience and nerve? Lance Roberts looks at the psychology of investing, how to master long-term strategies, and ways to navigate market volatility with confidence! Today is National Leave Work Early day...but before you do, make sure to tackle Lance's Monday Mandatory Reading list (links are provided below); Lance shares another tender moment from the Roberts' kitchen, and his essay on why buying stocks is hard...

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Bond Market Paradigm Shift?

2025-06-02

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2025-06-02

Some bearish bond investors in Japan and the US appear to believe that a paradigm shift is underway in the sovereign bond markets. To wit, consider the following statement from Jim Bianco on Thoughtful Money:  “If these deficits are really going to kick in and cause problems, these rates are going to go much higher than … Continue...

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Buying Stocks Is Always Hard

2025-06-02

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2025-06-02

Buying stocks is always hard. Particularly during corrections. Or, near market peaks. Or, when stocks are falling. And when they are rising. Oh, buying stocks is also tricky when valuations are high. And when they are low. You get the point. There is never the right time when it comes to buying stocks. I recently … Continue reading »

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The Narratives Change. Markets Don’t.

2025-05-31

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2025-05-31

Inside This Week's Bull Bear Report A Successful Test Last week, we discussed how this seems to be an "unstoppable" bull market. However, that doesn't mean markets won't pause before attempting to move higher. As we noted last week, the consolidation was expected. "Even with Bessent's comments, that market remains overbought in the short term, …

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5-30-25 Restream Retest #2

2025-05-30

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New streaming key (now with enzymes!)

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5-30-29 Markets, Tariffs, & False Narratives – The Lost Segment

2025-05-30

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5-30-29 Markets, Tariffs, & False Narratives - The Lost Segment

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5-30-25 Is This the Year for Your ROTH Conversion?

2025-05-30

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Is 2025 the ideal time for a Roth conversion? RIchard Rosso considers future tax rates potentially on the rise and retirement goals in focus, and why converting to a Roth IRA could be a smart move. We’ll break down the rules, potential tax implications, and key strategies to maximize your tax-free retirement income. Whether you’re planning for retirement or looking to optimize your wealth, don’t miss this essential guide to Roth conversions in...

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Ray Dalio Is Predicting A Financial Crisis…Again.

2025-05-30

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2025-05-30

Ray Dalio, the former head of Bridgewater Associates, is back in the media, trying to stay relevant by claiming the "deficit has become critical." " “It’s like ... I’m a doctor, and I’m looking at the patient, and I’ve said, you’re having this accumulation, and I can tell you that this is very, very serious, and …

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Judges Trump Trump’s Tariffs

2025-05-30

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2025-05-30

On Wednesday afternoon, the judges from the US Court of International Trade struck down some of President Trump's tariffs. Notably, the judge's actions included an injunction on the "Liberation Day" tariffs and specific tariffs targeting China, Mexico, and Canada. The court's three judges found that Trump exceeded his authority under the International Emergency Economic Powers …

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5-29-25 Narratives or Fundamentals: What Matters Most?

2025-05-29

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Narratives DO matter: When the Fed issues a statement, markets respond; but that narrative will change very quickly. Over the long-haul, the fundamentals of earnings growth, forward expectations of earnings growth, rates, and valuations; those are what matter over the long-term. Hosted by Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube...

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5-29-29 Nvidia Earnings: The Lost Segment

2025-05-29

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We encountered technical issues getting this morning's live-stream up and running. Consequently, many of you missed the start of the show, including Lance Roberts' summary of Nvidia's earnings report last night, and potential market reaction today. Fortunately, we were independently recording the show, and are pleased to post "The Lost Segment" from Thursday's show: 0:18 - Trump Tariffs vs Trade Court 4:26 - Premarket Commentary: Nvidia...

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5-29-25 The Death of Narratives

2025-05-29

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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...

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Consumers Are Not As Gloomy

2025-05-29

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2025-05-29

The Conference Board’s consumer confidence index surged from 85.7 to 98.0. Such was the largest one-month increase since 2009! Clearly, progress on trade deals and the delay in implementing tariffs spurred the increase. Moreover, the recovering stock market also boosted consumer confidence. However, bear in mind that the index is coming off its lowest level …

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5-28-25 What If AI Factories Re-Define Our Industries

2025-05-28

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757AI data centers are not the way to go; AI Factories are. AI Factories can exponentially increase computing power and thereby increase productivity. AI has the potential to be the next leg of the Industrial Revolution. Hosted by Chief Investment Strategist, Lance Roberts, CIO w Senior Financial Advisor, Danny Ratliff, CFP Produced...

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