Category Archive: 9a.) Real Investment Advice

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6-5-25 Fed Rate Cuts Do Not Equal Inflation

2025-06-05

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Are investors wrong to assume that rate cuts will automatically tame inflation? Lance Roberts and Michael Lebowitz challenge the belief that the Fed’s rate cuts always translate into lower inflation. Using historical data and current economic conditions, we explore how monetary policy really interacts with price pressures—and why rate cuts may actually stoke inflation under the wrong conditions. Specifically, Lance and Mike address the real impact...

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An ETF Like No Others: The Pudgy Penguin Project

2025-06-05

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2025-06-05

The cryptocurrency sphere and that of traditional finance continue to merge in ways that were previously unthinkable. To wit, Canary Capital filed documentation with the SEC to start the first ETF backed by non-fungible digital tokens. Non-fungible tokens are digital assets representing ownership of a specific piece of content. Most often, they are backed by …

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Comprehensive Financial Planning: What It Means for High Net Worth Families

2025-06-05

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2025-06-05

For affluent families, financial success isn't solely about accumulating wealth; it's about preserving it across generations, optimizing tax strategies, and aligning financial decisions with personal values and long-term goals. Comprehensive financial planning offers a holistic approach, integrating various financial aspects to provide clarity, control, and confidence in one's financial journey. Understanding Comprehensive Financial Planning...

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6-4-25 Be Careful of Market Maxims

2025-06-04

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"Sell in May and go away" is not necessarily good advice, because getting out of the market for the Summer could backfire, and the hard part is getting back into the market when it's time to do so. 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...

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6-4-25 Will There Be a Summer Swoon?

2025-06-04

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Is a summer swoon looming in the stock market for 2025? Lance Roberts & Danny Ratliff explore the historical performance of the S&P 500 and major sectors during the summer months—June through August, and examine whether investors should brace for a seasonal pullback, looking at historical June-to-August returns and volatility trends, what typically drives a summer slowdown in stocks, and sector-by-sector analysis: What holds up best in...

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Sellers Outnumber Buyers In The Housing Market

2025-06-04

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2025-06-04

The following commentary is from Redfin "There are 34% more sellers in the market than buyers. At no other point in records dating back to 2013 have sellers outnumbered buyers this much. In other words, it’s a buyer’s market. Redfin expects home prices to drop 1% by the end of the year as a result. … Continue reading...

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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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