by Lance Roberts
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| The real story isn’t the government shutdown. ADP just showed another 32,000 job losses, with prior months revised lower. In this short video, @michaellebowitz and I discuss why the labor market is deteriorating even without the BLS report and what it means for $SPY / $QQQ. Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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Miran Says Rates Are Too High: Politics Or Reality?
2025-10-01
Stephen Miran, Donald Trump’s recent addition to the Fed, joined the Federal Reserve the day before the last meeting. At that meeting, he was the only dissenting vote, supporting a 50-basis-point rate cut. All other members voted for a 25-basis-point cut. Additionally, Miran is likely the FOMC participant who thinks the Fed Funds rate should …
9/24/25 Strange Recession Signals: What Markets & Odd Indicators Are Telling Us
2025-09-24
Are we really on the edge of a recession—or are investors just overthinking the signals?
Beyond unemployment and consumer spending, unusual data points like men’s underwear sales, cardboard box demand, and even giant Halloween skeleton purchases are popping up as quirky economic indicators.
Lance Roberts & Danny Ratliff break down:
• Traditional recession signals like jobless claims, consumer spending, and market fundamentals.
• Technical market warnings investors can’t ignore.
• Why strange metrics like cardboard boxes and holiday spending trends might reveal cracks in the economy.
• The psychology driving investors to go “all in” or “head for the exits.”
0:18 – The Dichotomy of Economic Data
4:43 – When Stocks are "Richly Valued"
8:42 – The Economic Indicators of Recession
16:02
8/8/25 What Would a 20% Social Security Reduction Mean for Your Retirement?
2025-08-08
Could your Social Security check be slashed by 20%?
With trust fund depletion looming, many retirees could face harsh income cuts sooner than expected. Richard Rosso & Jonathan McCarty break down what a 20% Social Security reduction would mean for your retirement lifestyle, how to prepare now, and smart income strategies to fill the gap. Whether you’re already retired or nearing retirement, this is a must-watch.
0:18 – Social Security should be considered a stipend
5:30 – Social Security Shores-up Your Financial Plan
11:30 – The Myth of Breaking-even
13:18 – Family Dynamics & Spousal Benefits
16:50 – Calculating Benefit Loss from Taking early Retirement
18:30 – If Social Security Goes Away…
21:48 – Paying More Taxes to Shore Up Trust Fund
24:31 – Giving Up More by Taking SS Early
8-5-25 Retirement is Boring
2025-08-05
Humans need to DO something. The notion of retirement as sleeping-in, playing video games, doing what ever you want when…it’s not healthy, and the guy that created the Financial Independence, Retire Early movement…went back to work.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Read the article Lance mentions on our website, sign up for Lance’s newsletter:
https://realinvestmentadvice.com/newsletter/
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➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:
www.youtube.com/c/TheRealInvestmentShow
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➢ 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 Candid Coffee, "Savvy Social Security
8-1-25 Herd Mentality Could Be Costing You Big
2025-08-01
Why do investors so often buy high and sell low? Jonathan Penn & Matt Doyle expose the dangers of herd mentality in the stock market, how FOMO (fear of missing out) drives bad decisions, and what behavioral finance teaches us about avoiding costly investing mistakes. Learn how to recognize crowd behavior—and how to protect your portfolio from emotional traps. Jon & Matt also cover market response to new tariffs, and whether markets will catch a breather. Transitioning from an accumulator to a distributor in terms of cash flow in retirement. An interesting comparison between Ricky Arnaz & Lucille Ball and Lance & Christina Roberts. How RIA crafts a retirement fund distribution plan; more commentary on our last Radio episode, and a preview of our next Candid Coffee [see registration link
6-1 1-25 CPI Day: Will Inflation Hold Steady?
2025-06-11
Today is CPI Day, and all eyes are on the Consumer Price Index report for May. What will today’s CPI data mean for the Federal Reserve’s interest rate path and future market volatility?
Lance Roberts & Danny Ratliff examine the implications for stocks, bonds, and consumer sentiment.
Tune in for an investor-focused look at inflation trends, historical context, and what may come next.
#MayCPI #InflationWatch #CPI2025
Bond Yield Chasing: Tomorrow’s Narrative?
2025-06-09
Numerous bond narratives are driving long-term bond yields higher. “Crippling deficits” and a tariff-induced inflation sit at the top the list. We have repeatedly poked holes in these narratives. Instead of dwelling further on them, let’s consider what tomorrow’s narratives might be. When the bond market changes direction and yields fall, the two narratives we …
6-6-25 What is the Next Catalyst to Move Markets?
2025-06-06
There are always big, scary headlines for markets to digest…and they always absorb the data; the news has been priced-in. What we don’t have presently is a catalyst.
Hosted by Director of Financial Planning, Richard Rosso, CFP
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, "Financial Independence Candid Coffee," June 28, 2025:
https://streamyard.com/watch/BUr4UuRVt6Uj
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➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
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