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| Lance Roberts & Danny Ratliff host our mid-year review of markets, money, and financial mayhem: How to be a better investor without the tedium of the mainstream media noise. INTRO/Origins 01:56 - Market Commentary - Markets at All-time Highs. Again. (Jan 7 "Curb Your Enthusiasm") Looking for another draw down this Fall - normal End of Year Preview, Newsletter: What Do I Do If I Missed the Rally? (Hope & Fear article) 06:00 - What is the goal for buying stocks: Better risk-reward, not lower price 09:00 - Timing the Market & Time Line Horizons 15:00 Commodities Commentary 18:45 Sector Rotation philosophy & risk management 21:20 Strategy for Bitcoin & Gold in RIA Portfolios 26:30 - Bitcoin is a proxy for the stock market & market speculation 27:30 - Bitcoin as a safe haven? It's not money 29:30 - Power Generation & AI becoming a growing thesis in our portfolio (Lebowitz: "Behind the Meter" Pt-1) 32:30 - The fallacy of "de-dollarization" (Death of the Dollar) 37:00 - What is the narrative on Bonds? (The Fed's Transitory Outlook is Incorrect) We don't trade bonds; we run allocation models 41:30 - Will Interest Rates go down? DOUG DOLLISON Candid Coffee mug winner 44:20: Being independent of main stream financial media: Following our discipline; the genesis of mutual funds to ETF's by Wall Street 50:15 - Tax Planning and avoiding taxes on investments, RMD's, and the psychology of investing 54:15 - How to create a retirement portfolio 60:00 - Changes coming 1:02:15 - Private Equity, Family Offices for high net worth investors, and Alternative Investments (Why Am I So Lucky?) ARTICLES MENTIONED IN THIS VIDEO: "Curb Your Enthusiasm in 2025" https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "The Fed’s “Transitory” Mistake Is Affecting Its Outlook" https://realinvestmentadvice.com/resources/blog/the-feds-transitory-mistake-is-affecting-its-outlook/ "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ ================ REGISTER FOR OUR NEXT CANDID COFFEE: "The RIA Retirement Blueprint," Saturday, July 19, 8am: https://streamyard.com/watch/qaMtj3cydgDQ ================ ➢ 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. https://www.simplevisor.com/register-new Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #marketsentiments #Money #Investment_Advice |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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