Category Archive: 9a.) Real Investment Advice

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Timing in Investing: Choosing Between Momentum and Value Strategies

2024-06-03

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📈 Momentum vs. value investing. 💰 Know when to ride the wave and when to play the long game. 🕒 #InvestingTips #Finance101 #StockMarket Lance Roberts dives into the nuances of momentum and value investing, highlighting when each strategy is most effective. Gain insights on how to effectively apply these investment styles to maximize returns. - The importance of timing in investing - Differences between momentum and value investing -...

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6-3-24 The Momentum Chase Is On. What Happens Next?

2024-06-03

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Will the Fed begin cutting rates and restarting monetary accommodation? Such is all that seems to matter. At the same time, investors continue to chase stocks higher based on the current theme. In 2020, it was disrupter stocks. Today, it is artificial intelligence and semiconductor providers. The markets have evolved into a “get rich quick” industry, where Wall Street creates products to fill hungry investors’ demand for the next “hot opportunity.”...

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Risks of Investing All Your Money in Physical Gold

2024-05-31

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Protect your future! Diversify your investments, don't put all your eggs in one basket (like physical #gold). Stay informed and make wise financial decisions. 💰 #investmenttips #financialplanning In this episode, we discuss the pros and cons of investing heavily in physical gold. We also explore alternative investment strategies. - The risks of putting all your funds into physical gold. - The popularity of self-directed IRAs for purchasing...

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5-31-24 What To Do With Your 401k When There Are No Good Choices

2024-05-31

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We answer emails like this one: " Idon't like the limited options inside my 401k but I am told I can't get the money out until I leave the company. Are there any tricks to getting my money out and into my roth ira without quitting my job?" Also--is it "safer" to move money out of 401ks into gold? Stay tuned... Hosted by RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, and introducing our Senior Relationship Manager,...

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Is Bitcoin Mining Wasting Energy? The Debate on Economic Benefits and Power Consumption

2024-05-30

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Bitcoin mining accounts for almost 2% of electricity generation, not significant for grid expansion, but still considerable. AI data centers offer more economic benefits. #Bitcoin #AI #EnergyConsumption Join Michael Lebowitz as he digs into the nuances of bitcoin mining and its energy consumption. This short segment critiques the productivity and economic benefits of bitcoin mining. - Bitcoin mining's energy consumption and its impact on the...

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5-30-24 How to Benefit from the Coming Power Grid Expansion

2024-05-30

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Houston is finally #1 in something: Home Foreclosures; Q1 economic data suggests conflict with narrative the economy is doing fine vs anecdotal evidence. The Fed's Beige Book summary shows not as much concern for inflation as for weakening consumer demand. Weaker stock pricing is also emerging; Can markets hold the 20-DMA? Risk assets are momentum-based trade (Bitcoin); also beginning to weaken. Hedge funds are long semiconductors and AI-related...

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Debunking Inflation Myths: The Truth About Money Printing and Demand

2024-05-29

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Understanding inflation: it's all about supply and demand. Government's not just printing money but issuing debt. #economics101 #inflation In this video, Lance Roberts breaks down the basics of inflation and how supply and demand influence its rise and fall. Understand the common misconceptions about inflation and the truth behind money circulation. - Explanation of inflation using supply and demand principles. - Impact of a slowing economy...

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5-29-24 Corporate Greed is Not the Cause of Inflation

2024-05-29

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Economic Numbers: It's all about the Fed, never mind the fundamentals. markets have gone essentially nowhere, driven almost entirely by Nvidia. Markets are close to a short-term sell signal. It's time to rebalance portfolios. Corporate Greed does not cause inflation: The simple truth. 401k rollowver problems; why few receiving required 402(f) notifications; the tax implications of rollovers. If you've lost a 401k, Beagle.com may be able to help you...

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Memorial Day 2024

2024-05-27

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We are closed Monday (5/27) in honor of those Americans who gave the last, full measure to defend our freedoms. Remember the fallen. We'll be back Tuesday with market. investing, and economic info for you! Key links are below: ➢ 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 ➢...

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Retirement Timing and Presidential Elections | Tips from a Financial Planner

2024-05-24

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📈 Worried about taxing unrealized gains? Don't let political rhetoric affect your retirement plans. Stay focused and informed! 💼💡 #FinancialTips In this video, we discuss the impact of presidential cycles on retirement decisions and financial planning. 1. Importance of maintaining a steady financial plan during times of political change. 2. Example of clients delaying retirement due to upcoming election. 3. Considerations for retiring...

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5-24-24 What If I Get Named Executor of an Estate?

2024-05-24

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Markets falter; Nvidia and Cracker Barrel keeping up with the times; the Fed's impact on Markets: Could rates actually go back up? How spending habits are shifting; the need for a Sell Discipline when bad news is good news. Caution against investing emotionally because of politics. What happens when you're the executor: Business decisions vs family/emotional issues. The Graceland financial fiasco: An executor's nightmare. How many generations does...

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Who Will Profit Most from the Next Tech Boom? Insights from Michael Lebowitz

2024-05-23

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Exploring the potential winners in the tech industry beyond AI giants like Nvidia. Could the next big profiters be more unexpected, like Levi Strauss back in the gold rush era? 🤔 #techindustry #potentialwinners Join us as Michael Lebowitz delves into the parallels between historical economic booms and today's tech landscape. Could someone other than tech giants be the biggest winners? - Comparison between the California gold rush and the current...

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5-23-24 Who Will Profit Most from the Next Tech Boom?

2024-05-23

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Markets sold off on release of the latest FOMC Meeting minutes, which are a sanitized, finely-crafted version of what went on behind closed doors. The hawkishness seems to be continuing; Deflation seems to be a bigger risk to the economy than inflation. There's too little demand, resulting in price cuts to move inventory. Insight on why we reduced our stake in Nvidia before its report was released, which attests to the growth potential of AI...

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5-22-24 Why the Dot-com Crash Feels Like a Distant Memory to Investors

2024-05-23

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All eyes are on NVDIA's quarterly report: Why did we trim our position? How might this company disappoint investors? It's all about the guidance. FOMC Meeting Minutes also could trigger markets, based on what they reveal about the Fed's interest rate intentions. Markets are at all-time highs, trading in a tighter range. Markets have gone 315-days without a 2% correction; we think they're primed for a pullback. Lance's wife is home; hilarity ensues....

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Why the Dot-Com Crash Feels Like a Distant Memory to Modern Investors

2024-05-22

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Remember the.com crash? Many young investors today never experienced a financial crisis like 2008. It's important to learn from history to navigate market uncertainties. #financialcrisis #investing The dot-com crash was a pivotal moment in financial history, but its impact is often forgotten. Join Lance Roberts as he revisits this era and discusses its relevance to today's market. - The gradual decline of the dot-com crash - Opportunities for...

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Impact of Stock Failures on Your Portfolio and Index Funds

2024-05-21

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Diversification is key! Learn how indexes manage portfolio risks efficiently by swapping stocks without costs or challenges like taxes and fees. #InvestingTips #PortfolioManagement Dive into the intricacies of index rebalancing with Lance Roberts as he breaks down how indices manage stock changes seamlessly. Learn why private portfolios might face challenges replicating such moves. - The impact of a stock going to zero on an index versus a...

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5-21-24 Benchmarking Your Portfolio May be Riskier Than You Think

2024-05-21

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During ripping bull markets, investors often start benchmarking, comparing their portfolio’s performance against a major index; most often, the S&P 500 index. While that activity is heavily encouraged by Wall Street and the media, funded by Wall Street, is benchmarking the right for you? Why does Wall Street want you to compare your performance to a benchmark index? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced...

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Secrets to Financial Success: Striving for the Top 20%

2024-05-20

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Focus on being in the top 20% who invest in their wealth, not the bottom 80% just making ends meet. 💰 #wealthbuilding #financialfreedom In this video, Lance Roberts discusses the importance of striving to be in the top 20% of financial success. Tune in to understand the mindset and habits that set the top achievers apart. - Why being in the top 20% matters. - The mindset difference between the top 20% and the bottom 80%. - The importance of...

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5-20-24 Disinflation Remains The Bigger Risk

2024-05-20

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NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates? Durable Goods are in deflation; Services are seeing higher inflation, tied to discretionary spending. Markets finish previous week at all time highs; when will they pull back? Wathcing for a bullish cross of the 20- and 50-DMA. AI can now lie and cheat; bad economic news is good news; the...

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How to Set Rules for Smart Investments and Portfolio Management

2024-05-17

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Wrap rules around every investment - whether it's Kraft Heinz, Coca Cola, or Bitcoin. What's your buy rule? What's your sell rule? #InvestingWisdom We discuss the essential rules every investor should have when managing their portfolio. From establishing buy and sell rules to questioning the rationale behind your investments, you'll learn the critical dos and don'ts of smart investing. - The importance of having rules for every investment. -...

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