Category Archive: 9a.) Real Investment Advice

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A Good (White Collar) Job is Hard to Find

2023-05-23

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(5/23/23) Richard's new home-delivery food service: Donuts, Eggnog, & Seclusion; the mucky market and media scare tactics: Default is not in the cards. Saudi's warning to oil short-sellers: Global oil supplies are to tighten further. The Sixth Sense you need when considering private capital investing; transparency is key. The FTX fiasco: The correct question asked by Taylor Swift. Issues of liquidity in private infesting; the Stanford Pitch....

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The Least-Prepared Generation (5/22/23): Market Analysis & Personal Finance commentary from RIA A…

2023-05-22

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Why Market Performance is Dependent Upon Jobs

2023-05-19

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(5/25/26) Have we already gone through a recession that didn't register? Inflation masks the data. Market expectations vs History: Rate cuts expected in first half of 2024; Fed Funds futures remain bullish; market performance will be very dependent upon jobs. Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- The latest installment...

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Is Your Portfolio Being “Green Smuggled?”

2023-05-19

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(5/26/23) Is there industry pressure for ESG? Need for Investment Policy Statement to include, "no ESG." Book: "Capitalist Punishment;" "Green Smuggling" noted by Committee to Unleash Posterity; financial managers pushing for political agendas over profits for customers. Is your portfolio being "greenwashed:" no product change, but higher "ESG" fees? Hosted by RIA Advisors Director of Financial...

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Lance is On Vacation!

2023-05-19

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Lance Roberts is on Vacation, returning on Tuesday, May 39, 2023.

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Is ESG DOA, OMG! (5/19/23): Market Analysis & Personal Finance commentary from RIA Advisors Direc…

2023-05-19

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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The Real Investment Show

2023-05-18

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Artificial Intelligence is a continuation of the Industrial Revolution, and has been underway for past ten years; where is the value? The Ai Era will end over valuations; the impact of Ai and Tech stocks on markets. 30:33 - Ai is a Continuation of the Industrial Revolution 44:24 - How the Ai Era Will End: Valuation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- The...

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Have We Already Gone Through a Recession that Didn’t Register?

2023-05-18

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(5/18/23) Markets rallied to top of their trading range, thanks to better-than-expected results from Target and anticipated from Walmart. The AI Revolution is driving markets upwards with just a few stocks; the impact of AI on Jobs and profit margins still to be seen; there is real potential for productivity increases. Is it real, or is it AI? Which jobs are at risk, and where will new jobs be created? Target & WalMart wins: What recession?...

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Transitioning to Medicare

2023-05-17

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Here is an encore presentation of the May 11, 2023 Lunch & Learn on Transitioning to Medicare with RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Senior Advisor, Danny Ratliff, CFP. ------- 0:00 - Intro/Preview 1:00 - Who Provides Healthcare Insurance in the US? 2:22 - The Retirement Healthcare Challenge - Smooth Transition 3:42 - Understanding First Year Healthcare costs 6:00 - Planning for Lifetime Healthcare Expenses...

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The Debt Ceiling Debate: Will We Really Default?

2023-05-17

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(5/17/23) Markets continue to go nowhere. Interestingly, one day after Home Depot's disappointing report, Target's results exceeded expectations. Retail Sales' core numbers continue to trend upward, refuting calls for economic downturn. Pay attention to retailers at the lower end of economic spectrum for clues as to how consumers are really faring. The Debt Ceiling Debate: Will we really default? have we ever had a Debt Ceiling Disaster? No....

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Wage Growth Declines (5/16/23): Technical Market Analysis & Commentary from RIA Advisors Chief In…

2023-05-16

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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Getting On Board with RIA Advisors

2023-05-15

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Welcome to RIA Advisors! Our team includes Chief Investment Strategist, Lance Roberts, CIO; Portfolio Manager Michael Lebowitz, CFA, and Senior Advisors, Danny Ratliff, CFP. Danny, Lance, and Michael describe our processes and what you can expect as a client of RIA Advisors: 1:22 - How we get your account into our models on a risk-adjusted basis 2:49 - How we handle stop-loss rules and positions 4:43 - How does trading work, relative to market...

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Is a Surge in Unemployment Coming?

2023-05-15

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(5/15/23) Markets have gone nowhere for past 45-days; Debt Ceiling discussions resume this week, providing possible impetus. Is Ai the next dot-com phenomenon? The latest NFIB Confidence Index: Markets ignoring howe people feel. The NFIB latest survey says... Is the economy slowing? Why is Markets' view not negative? Markets tend to lead the economy by 6-to-9-months; economic data should improve by late summer. There's always buyers and sellers,...

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Where (Not) to Move for Retirement

2023-05-13

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(5/12/23) Janet Yellen & Jerome Powell to not always agree; the Physical Longevity Test; Jimmy John's underwear reprise, and getting used to inflation; As go Regional Banks so goes the market; the danger of investing to headline news; there are not crises of confidence; Wall Street is a marketing machine: The noise of Bitcoin, Artificial Intelligence, and Regional Banks. Money Malaise preview; the best states for Retirement do not include...

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Inflation Eases…will the Fed?

2023-05-11

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(5/11/23) Markets are beginning to resolve higher; the NASDAQ will drag the S&P along. Upside, however, is limited. Positive bias to stock prices remains, despite calls for Recession; the passive indexing effect. What will be the next sector rotation, and what will be its cause? What's the Fed going to do next? Jul-Aug-Sep CPI will matter most, ex housing/rent component; why would Fed cut rates? Stimulus cash is still in circulation. When will...

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Inflation Increased .4% in April

2023-05-10

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(5/10/23) It's Inflation Day: This morning's CPI Report recorded a .4% inflation increase in April (this show was broadcast prior to the numbers' release). The pressure is on to raise the debt ceiling to avoid "dire" results; the 2011 debt debacle resulted in a momentary market dip, follow by an upward surge; meanwhile NFIB Confidence is at a low ebb; The Debt Ceiling Dance: Dire or no? Why Bill Gross isn't worried. Why the gloom from...

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#Inflation Report Preview (5/9/23): Technical Market Analysis & Commentary from RIA Advisors Chie…

2023-05-09

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➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More....

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What Happens If the Debt Ceiling Is Not Raised

2023-05-08

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(5/8/23) Our obligatory Mother's Day alert; no recent bank fail (yay); Employment report beat estimates for 13th straight month; market rallies 2% on Friday, but ends with a down week; markets moving sideways despite higher interest rates, bank failures, and weakening economy (or is it?); the two types of default, and why no one is going to repossess the US. Janet Yellen is wrong about the Debt Ceiling; what happens if the Debt Ceiling is not...

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Why Affordable Healthcare is an Oxymoron

2023-05-05

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(5/5/23) Will there be a mass-exodus from bank stocks in the wake of the latest round of bank failures? It's hard to tell the baby from the bath water. Getting out of the market vs the price of reinvestment risk: the perils of financial quicksand. short-term vs long-term debt: What are the rates telling us? What does the Fed really control? Apple, GI Joe, & Barbie: Why everything you buy has velcro. Why Affordable Healthcare is an oxymoron;...

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Is the Fed Done?

2023-05-04

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(5/4/23) The Fed hikes rates...again...and markets pull back; tighter bank lending standards are defacto constraints on the economy. The burning questions are, 'is the Fed done,' and 'when will the Fed cut rates?' Jerome Powell's word salad results in more market volatility; Jobs numbers and CPI will factor into to market moves next week. Instead of rate cuts, sticky inflation could actually result in more rate increases. Jerome Powell is...

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