by Lance Roberts
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| 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 means for your portfolio. 0:19 - Inflation Day - Will Tariffs' Effects Appear? 4:49 - What Bond Yields Are Telling About Interest Rates 11:11 - Will Markets Have Another 20% Year? 21:35 - Inflation Estimates & CPI Components 30:18 - Wrapping the Quarter - Buy Backs & Positioning 34:30 - The Risk Range Report Explained 40:22 - Dealing with Bearish Bias Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer [NOTE: This video was originally live-streamed on 9/11/25 and was deleted on shortly thereafter by unknown foreign forces in the universe. This is a reposting of this show.] ------- The latest installment of our new feature, Before the Bell, "The AI Trade is Back," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "The Best Way to Buy Bitcoin: Smart Investors Guide," is here: ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Valuations Are Extreme: Navigating A Bubble" https://realinvestmentadvice.com/resources/blog/valuations-are-extreme-navigating-a-bubble/ "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ "Meme Markets: Investing vs. Entertainment" https://realinvestmentadvice.com/resources/blog/meme-markets-investing-vs-entertainment/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CPI #PPI #Inflation #MarketDeviations #NegativeDivergence #AI #Nvidia #Oracle #Tech #Bonds #BondYields #20DMA #Inflation #FederalReserve #CPI #StockMarket #EconomicOutlook #InvestingAdvice #Money #Investing |
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Data Myopia Foils The Fed
2025-08-08
For months, we have been warning that the labor markets are not as strong as the BLS data attests. Six months ago, we wrote: While labor market data is generally good, there are signs the labor market is at a standstill. Continuing jobless claims are steadily rising and at their highest level in over three …
8-7-25 The Risks of Investing in AI Stocks vs the Dot-com Bubble
2025-08-07
Investing in companies just because they’re "in AI" is reminiscent of investors who plowed money into anything that had a .com behind their names at the turn of the century. That did not end well for most.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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8-5-25 Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves
2025-08-05
IIn this episode of Two Dads on Money, Lance Roberts & Jonathan Penn dive into how Millennials find financial advice in today’s digital world. From TikTok influencers to YouTube financial experts, and from Reddit forums to traditional financial planners, where should Millennials really turn for smart money guidance?
Lance reviews Monday’s Market action, Eurozone vs U.S. economic growth expectations, and Palantir’s earnings report. Millennials are getting a lot of financial information from AI, which is nothing more than GroupThink. Why the F.I.R.E. movement failed; retirement is boring; entrepreneurism and the realities of running your own business. Pro’s & con’s of Capitalism (it’s not broken).
0:18 – Markets Stage Two 1% Moves in Two Days
9:06 – Two Dads on Money – Where
6-13-25 Is a College Degree Still Worth It?
2025-06-13
Is a college degree still worth the rising cost?
As student loan debt climbs and tuition skyrockets, more families and young adults are asking whether a traditional four-year education offers a worthwhile return on investment. In this episode, we break down the financial data behind college costs, degree value by major, and explore growing alternatives like trade schools, certifications, and apprenticeships.
Richard Rosso & Susan Buenger posit whether higher education is still the smart path — or if it’s time to rethink the college equation.
0:18 – Initial Market Response to Israeli Attack on Iran
11:49 – The Best College Major ROI
27:38 – Israeli Raid & Market Volatility
28:26 – Expectations & College Preparation – When to Start the Process
41:45 – Competition & Planning for College
Inflation Remains Tame Despite Tariffs
2025-06-12
The May CPI report released yesterday was considered the first inflation gauge to show how tariffs are impacting prices. We would like to see a few more months of inflation reports before claiming the coast is clear, but the May CPI is encouraging. For the fourth consecutive month, the CPI was below Wall Street estimates. …
6-10-25 Is Making Private Equity Public a Good Idea?
2025-06-11
The SEC is considering dropping "accredited investor" designation so as to enable retail investors to participate in private equity opportunities; but is removing the scarcity aspect of private investing a sound proposition?
Hosted by RIA Advisors 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:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025:
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“Buying The Dip” – Here’s A Technical Way To Do It
2025-06-09
Recently, I did an interview about “buying the dip” in the market, which generated many comments. Most were, “You’re stupid; the market is going to crash,” but one comment deserved a more thorough discussion. “When buying the dip, how do you know when to do it, or not?” That is the right question. Of course, you will never know …
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