by Lance Roberts
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| Peter Atwater, one of the leading voices on confidence-driven behavior in markets and society, joins Lance Roberts to share how certainty, control, and herd mentality shape every major trend investors face today. Lance and Peter discuss The Confidence Map, why people behave differently when they’re in the “comfort zone” versus the “stress center,” and how these shifts explain the rise of speculative investing, the bifurcated K-shaped economy, and the growing disconnect between Wall Street and Main Street. #PeterAtwater #BehavioralFinance #KShapedEconomy #InvestorPsychology #AIandMarkets |
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10-22-25 Business Owners’ Retirement Plan Options
2025-10-31
Tom Allen, our Senior Benefits Consultant, and Tom Pohlan, the Regional Director with Retirement Plan Consultants, explore how small business owners can create effective retirement plans that benefit both employees and owners.
Starting with Simon Sinek’s “Start with Why” framework, we’ll discuss why offering a retirement plan isn’t just a perk—it’s a powerful financial strategy for growth, retention, and tax efficiency.
💡 Key topics covered:
Why businesses should care about offering retirement plans
How retirement benefits help attract and retain top talent
Owner advantages: higher savings limits and tax deductions
Real-world examples, including Nancy’s Law Firm
Comparing SEP IRA vs. 401(k) with Profit Sharing vs. Cash Balance Plans
How plan choices evolve over time—from startup
Negative Earnings: Another Speculative Favorite
2025-10-27
The chart below, courtesy of Apollo’s Torsten Slok, shows that small-cap companies with negative earnings have outperformed small-cap companies with positive earnings by about 30% since early April. Per Torsten: “Something remarkable is going on in the equity market. Stock prices of companies with negative earnings have in recent months outperformed stock prices of companies …
Main Street Optimism Ticks Higher Despite Hiring Challenges
2025-09-10
Main Street optimism edged higher in August, as the NFIB Small Business Optimism Index rose to 100.8. That reading sits above the long-term average of 98 but missed the consensus estimate of 101. Stronger sales expectations led the improvement, with a net 12% of owners anticipating higher real sales volumes. This represents a six-point jump …
Why Keynes’ Economic Theories Failed In Reality
2025-09-05
A recent post from Daniel Lacalle, “How Keynesians Got The US Economy Wrong Again,” exposed the widening gap between John Maynard Keynes’ economic theory and reality. Despite the confident forecasts of leading Keynesian economists, the U.S. economy in 2025 continues to defy expectations. The Federal Reserve’s tightening cycle failed to trigger the widely predicted “hard …
7-18-25 Money Scripts & Credit Scores
2025-07-18
Richard Rosso & Matt Doyle host Rich’s last live Radio-episode* and reveal the reason for Matt’s recent absence from the show. Airport Security parameters; strong start to Earnings Season; references to ’80’s TV sit-coms; market futures, Lance’s charts, the ultimate Death Cross; Richard previews Saturday’s (7/19) Candid Coffee, and the genesis of the partnership with Lance Roberts; understanding Money Scripts; Netflix & streaming services; Gen-Z and Social Media. Rich and Matt discuss the possibilities of Mrs. Roberts’ bakery/coffee shop; Retail Sales report analysis: People are still spending. The Paradox of Thrift, Fed meetings and a brief history of the Federal Reserve Banking System. Rich reviews American Express’ report, debt to income ratios and Money Scripts (Brad Klontz); how
7-17-25 The Magnificent Seven are Mediocre
2025-07-17
Are the Magnificent Seven losing their magic? Lance Roberts and Michael Leobiwtz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. As Tech stocks underperform and market concentration risks grow, it’s time to reconsider where market leadership is heading in 2025.
📌 Topics Covered:
Why Magnificent Seven returns are slowing
Comparing FAANG vs Magnificent Seven stocks
Risks of stock market concentration
Signs of S&P 500 leadership rotation
Key takeaways for long-term investors
👉 Don’t forget to like, subscribe, and comment below with your thoughts on the Magnificent Seven!
#MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy
7-14-25 Market Predictions Need Three Things to be Valid
2025-07-14
There need to be three things to quantify any market prediction to make it of any use whatsoever to investors: When? Why? ANd what course of action should be taken. If those three facts are missing, the outlook is useless.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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➢ 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, "Retirement Blueprint Candid Coffee," July 19, 2025:
https://streamyard.com/watch/qaMtj3cydgDQ
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➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢
7-9-25 Make Sure You’re Not Too Conservative in Your Allocations
2025-07-09
Yes, you can be too conservative in managing your retirement portfolio…just as you can be too risky. But don’t be so conservative that you hamper your portfolio’s ability to perform. And never wear a suit to a Radio show.
Hosted by RIS Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
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
——-
Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025:
https://streamyard.com/watch/qaMtj3cydgDQ
——-
➢ Sign up for the Newsletter:
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