1-22-25 Now is a Good Time for Portfolio Rebalancing

The Real Investment Show Podcast

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تمت الإضافة منذ قبل five أعوام

المحتوى المقدم من The Lance Roberts Show and Lance Roberts. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Lance Roberts Show and Lance Roberts أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

TechSurge: Deep Tech VC Podcast

1
Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

منذ 6 أيام1:14:43

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إعجاب

احب

1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying math that powers modern machine learning to help everyone grasp this technology impacting our lives, even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

منذ عام واحد 3:21

MP3•منزل الحلقة

Markets have been doing well over the past couple of days, which is not surprising: There's a new man in the White House, and markets are bouncing back after correction. Money flows have turned positive which have helped pick up asset price returns. This morning market futures are positive in preparation for a follow through on the rally. Netflix announced boomer earnings this morning, and its performance today will help lift the Technology sector. Markets are starting to push back up into over-sold conditions, and now would be a good time for portfolio rebalancing. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=gwx-EcTqEY8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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/ #MarketCorrection #MarketRisk #MarketRally #OverBought #OverSold #PortfolioRebalancing #BalancingRisk #Expectations #MarketIndicators #InvestingAdvice #Money #Investing

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#Business News #News #Economics #Economy #Fed #Finance #Financial #Nasdaq #Sp500 #Stockmarket #Trading #Investing #Lance Roberts #Bond #Stock

The Real Investment Show Podcast

1-22-25 Now is a Good Time for Portfolio Rebalancing

The Real Investment Show Podcast

12 subscribers

published منذ عام واحد

MP3•منزل الحلقة

2782 حلقات

#Business News #News #Economics #Economy #Fed #Finance #Financial #Nasdaq #Sp500 #Stockmarket #Trading #Investing #Lance Roberts #Bond #Stock

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The Real Investment Show Podcast

1
3-4-25 What To Do When Everyone is Bearish 46:21

منذ 20 hours46:21

46:21

Tariffs take effect as markets are in mid-correction; investors are extremely bearish. Tariffs only impact production side; consumers may choose not to buy at elevated prices. Lance and Jonathan discuss avocados vs mangos. Markets continue to trade in a broad, large range; markets are seeking an interim bottom. Markets are over sold, and money flows are reversing. Is Christina Lance's Agent 99? Trade Wars, Tariffs, & Inflation: Trade War II effects (charts); Bullish sentiment is at lowest level since 2022; loss aversion psychology. A look at diversification and the role of Bonds; how we build our portfolios (more charts). WWWBB: What would Warren Buffett buy (or sell); why 13-F's are revealing reading (but remember, they're only updated quarterly!) A discussion of portfolio weighting theory; Turtle Trading; nibbling on developed international stocks? All are on the brink of recession. SEG-1: Tariffs Take Effect SEG-2: Get Smart, Trade Wars, & Inflation SEG-3: Diversification & Bonds: SEG-4: What Would Warren Buffett Buy? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=7qCTzhxdR20&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Bearish Sentiment Surges As If The Market Just Crashed" https://realinvestmentadvice.com/resources/blog/bearish-sentiment-surges-as-if-the-market-just-crashed/ "CFNAI Index Suggests Economy Is Slowing" https://realinvestmentadvice.com/resources/blog/cfnai-index-suggests-economy-is-slowing/ "CAPE-5: A Different Measure Of Valuation" https://realinvestmentadvice.com/resources/blog/cape-5-a-different-measure-of-valuation/ ------- The latest installment of our new feature, Before the Bell, "Markets Adjust for Tariffs," is here: https://www.youtube.com/watch?v=mnxrpS-GXw4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Will Markets March Ahead?" https://www.youtube.com/watch?v=DjvhaHHDQvs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=6s ------- 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/ #BearMarketInvesting #StockMarketStrategy #InvestingTips #WealthBuilding #MarketTrends #MarketRally #Tariffs #TradeWar #TurtleTrading #Inflation #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #StockMarketOutlook #InvestingTrends #MarketForecast #EconomicUpdate #FinanceTalk #InvestingTrends #GetSmart #WarrenBuffett #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
3-4-25 Markets Adjust for Tariffs 4:57

منذ 24 hours4:57

4:57

Markets rallied on Monday, but declined over all, and are looking to open lower this morning. We are still within a very large consolidation range in which markets have been operating since last November. We're down about 4% from market highs, which may feel pretty bad (and this is where investors get on the wrong side of the trade); we're over sold with a very deep sell signal, and this is the point where markets typically start to look for an interim bottom where you get a tradable rally. Such event is an opportunity to re-balance risk (sell) in preparation for the next downturn. So we anticipate markets will struggle a bit as investors grapple with the new reality of tariffs: Markets will digest this data and then adjust for tariffs. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=vI-GIcgp5oE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- 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/ #MarketRally #Tariffs #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #RebalancingRisk #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
3-3-25 Will Markets March Ahead? 46:19

منذ يومين46:19

46:19

Will Donald Trump's Crypto-reserve translate into a boon for tech stocks and cryptocurrencies? The Atlanta Fed GDP shows negative growth: This does not mean recessionary. Front loading of purchases ahead of tariff imposition will result in pullback from anticipated purchasing later in the year, affecting profits. March is a seasonally strong month. A look at the market rally and rotation trades; the economy is not bad, but pullbacks are coming from DOGE cuts in government spending and job losses, and the impact of fewer immigrants for hiring. (Where are most jobs now being created?) The Chicago Fed National Activity Index is in contraction. Removing government bloat is not without consequence. Don't under-estimate the impact of government policy and hiring on the economy. Lance next discusses the elevated risk appetite of Gen-X investors, who have never known anything but an ever-climbing market climate; the impact of financial crisis & dealin with risk. Lance reviews his essay, "CAPE-5: A Different Measure of Valuation." Valuations reflect sentiment; is "easy-street" for investors coming to an end? SEG-1: Trump's Crypto Reserve: Rally in Tech? SEG-2: Market Rallies & Rotation Trade SEG-3: Don't Underestimate Impact of Gov't Hiring SEG-4: CAPE-5: A Different Measure of Valuation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=DjvhaHHDQvs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "CFNAI Index Suggests Economy Is Slowing" https://realinvestmentadvice.com/resources/blog/cfnai-index-suggests-economy-is-slowing/ "CAPE-5: A Different Measure Of Valuation" https://realinvestmentadvice.com/resources/blog/cape-5-a-different-measure-of-valuation/ ------- The latest installment of our new feature, Before the Bell, "Negative Sentiment will Fuel Market Rally," is here: https://www.youtube.com/watch?v=mnxrpS-GXw4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Instant Results Coming from Social Security Fairness Act" https://www.youtube.com/watch?v=Eg6iAmcB7hE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s ------- 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/ #MarketRally #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #StockMarketOutlook #InvestingTrends #MarketForecast #EconomicUpdate #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
3-3-25 Negative Sentiment will Fuel Market Rally 4:07

منذ يومين4:07

4:07

Welcome to the month of March, which tends to be a seasonally-stronger month of the year (November-May). March and April tend to be the stronger months among these. The last half of February was not a very pleasant experience. February re-balancing of pension funds resulted in a good bit of buying at the end of the day on Friday, providing a nice recovery off support. There has been extremely negative investor sentiment, and markets have been very over sold. This month will also see end-of-quarter re-balancing, and so markets are set up for a pretty good set up for a short-term, counter-trend rally. The negative sentiment that drove investors to sell will now become the fuel to spark a rally. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=mnxrpS-GXw4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- 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/ #MarketRally #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
2-28-25 Instant Results Coming from Social Security Fairness Act 46:24

منذ 5 أيام46:24

46:24

Rich & Matt share thoughts about the late Gene Hackman, followed by market commentary and Bitcoin's behavior: It's NOT a diversifier, but quite speculative. Observations about market performance during the first year of a new presidency. Rich shares his childhood wardrobe prompts (Gene Hackman), and talks PCE preview and the price of eggs. A look at the Social Security Fairness Act provisions that appear to provide back pay to some retirees, effective immediately. Some are in for a windfall as a result of the elimination of the Windfall Elimination Provision in the Social Security Fairness act. Rich and Matt discuss Social Security Reform Updates, Windfall Elimination Provision is Explained, along with Government Pension Offset Changes, and how some retiree benefits could increase almost immediately. A few choice words about the SSA and IRS computer systems. Health is connected to wealth; the Taste of Texas acquires an amazing artifact; Lance publishes his tome on CAPE-5 Valuation. Richard addresses the creation of a personal rate of return you need to know; Bitcoin is not going to bail out your weakened portfolio. Be realistic in your forward-looking estimates. SEG-1a: Gene Hackman Obit SEG-1b: Why Bitcoin is Not a Diversifier SEG-2a: Wardrobe Cues from Gene Hackman SEG-2b: Core PCE Preview & Egg Inflation SEG-2c: Social Security Fairness Act Immediacy SEG-3: Health, Wealth, & CAPE-5 Valuation SEG-4: Creating a Personal Rate of Return Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=Eg6iAmcB7hE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Nvidia Beats - What Now?," is here: https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Nvidia Beats - What Now?" https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=4s ------- 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/ #SocialSecurityFairness #RetirementReform #SocialSecurity #FinancialJustice #WeDeserveBetter #MarketRally #BitCoin #ContrarianIndicator #BondMarket #EggPrices #FederalReserve #ReflexiveRally #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
2-27-25 Nvidia Beats - What Now? 46:21

منذ 6 أيام46:21

46:21

Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and the importance of allowing market activity to mature. Nvidia underwhelms despite beating estimates; this is why fundamentals matter. Could Nvidia become the next "cash cow," a la Apple? RIP, Gene Hackman. Lance and Michael discuss creating liquidity out of debt, and the Fed's Reverse Repo tool. Recent Fed minutes hint at tweaking liquidity ahead of debt ceiling adjustments. Investor psychology and levels of bearishness not unlike pre-crash mentality. This may be the year with high volatility and markets go nowhere. How to be more rational? Adjust views of markets in varying time-spans (weekly, monthly) vs hourly and daily. Double-down or get out? Avoid anchoring on purchase price. SEG-1: Markets Unimpressed w Nvidia Beat SEG-2: Nvidia Beats: Why Fundamentals Matter SEG-3: RIP Gene Hackman; Creating Liquidity from Debt SEG-4: Behavioral Economics: Managing Your Inner Voice Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here: https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Avoid an Inheritance Nightmare" https://www.youtube.com/watch?v=72HobPbEuOY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- 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/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #BitCoin #ContrarianIndicator #BondMarket #MoneyFlows #Nvidia #PCE #EstatePlanning #InheritanceTips #WealthManagement #FinancialLegacy #TrustsAndWills #RaisingChickens #RentaChicken #EggPrices #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #CoronavirusDiscovery #StockMarketForecast #AnalystEstimates #ParabolicStocks #EarningsSeason #MarketTrends #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
2-27-25 Markets Set Up to Rally 5:43

منذ 6 أيام5:43

5:43

Markets broke the 100-DMA again Wednesday morning, but closed back above it by the end of the day. This illustrates the wisdom of allowing markets to mature before making any knee-jerk response (see today's Daily Market Commentary). We've had a very small correction, and markets are getting over sold, sentiment is very negative, and on a contrarian basis, we're getting set up for a pretty decent rally over the next couple of weeks. Too much negative bias generally turns into a market reaction which reverses that sentiment. Meanwhile, Bonds have enjoyed a nice rally, with a near 8% lead over stocks so far this year, but we're expecting a pullback as economic data continues to weaken. Bitcoin yesterday challenged its 200-DMA, and bounced off; think of Bitcoin as a proxy for risk. While the S&P has had a 3% decline, Bitcoin has had a 15% drop. A rally in Bitcoin would serve as a risk-on proxy, and translate back into higher prices for the S&P 500. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- 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/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #BitCoin #ContrarianIndicator #BondMarket #PCE #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
2-26-25 How to Avoid An Inheritance Nightmare 46:24

منذ 7 أيام46:24

46:24

It's Nvidia Day today; no matter what happens on Wall Street, tomorrow's activity will hinge on tonight's report. PCE revealed on Friday: This is the one the Fed watches, and it's expected to be weaker. Interestingly, Bonds have outperformed stocks, YTD, so far. Lance discovers RentTheChicken.com; hilarity ensues. Markets take out the 100-DMA, but rally forward; a discussion on stop-losses and knee-jerk reactions. Lance and Jonathan discuss their wives' proclivities based on the latest TikTok video: Chickens, fainting goats, and ducks. Lance and Danny share their ideas for a faux FB page to influence their spouses' buying habits. The Nvidia story: Is AI going to be "the next Internet?" Nvidia's forward guidance tonight will be all that matters. Lance and Danny discuss the consequences of improper estate planning; dealing with mortality. The interpretation of Consumer Confidence Surveys: what's the database? They're more a sample of psychology than economics; the economy IS slowing, but it's not recessionary, but more of a return to pre-pandemic "normal." What is the impact of Federal employee firings? Drill-down into the data; What is the source? Sentiment surveys and expectations are skewed by political preferences. The concern about tariffs: Can companies pass along the increased costs to consumers? SEG-1: Nvidia Day w Markets in Corrective Phase SEG-2a: Chickens, Goats, & Ducks on TikTok SEG-2b: Nvidia and "the Next Internet" SEG-3: Consequences of Improper Estate Planning SEG-4: Interpretting Consumer Confidence Surveys Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=72HobPbEuOY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Markets are Due for a Rally," is here: https://www.youtube.com/watch?v=TJZdgesfEqc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Estimates By Analysts Have Gone Parabolic" https://www.youtube.com/watch?v=-UOE_9qtSGU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2808s ------- 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/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #MoneyFlows #Nvidia #PCE #EstatePlanning #InheritanceTips #WealthManagement #FinancialLegacy #TrustsAndWills #RaisingChickens #RentaChicken #EggPrices #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #CoronavirusDiscovery #StockMarketForecast #AnalystEstimates #ParabolicStocks #EarningsSeason #MarketTrends #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

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2-26-25 Markets are Due for a Rally 3:52

منذ 7 أيام3:52

3:52

Markets on Tuesday took out the 100-DMA, and lots of stop-loss levels were triggered. But, the markets actually closed for the day ABOVE the 100-DMA, and the lesson is to allow markets to mature before making moves when stop loss levels are broken. We're still in favor of selling into rallies to reduce portfolio risk. The market is getting decently over sold with four straight days of selling; so we're due for a day or two of Rally, but that may be truncated...if Nvidia lays and egg tonight, that could certainly weigh on markets tomorrow. We are in a corrective process; this is going to take a little time. (Bonds actually have a larger year-to-date gains than does the stock market at this point.) Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=TJZdgesfEqc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- 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/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #MoneyFlows #Nvidia #PCE #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
2-25-25 Estimates By Analysts Have Gone Parabolic 46:25

منذ 8 أيام46:25

46:25

The Chicago Fed's National Activity Index falls to -4.3: Looks like the data is catching up with reality. Excess Savings Metric: Most are in no better financial shape than before the pandemic; implications to companies' earnings that the bottom 90% are beginning to struggle. Markets challenged the 50-DMA and failed on Monday; likely to be in a corrective phase for a while. "If I were President, the first thing I would do..." Lance and Jonathan solve all problems: Cleaning up D.C. first, and the changes are not going to be without pain. Analysts are extremely optimistic in their earnings estimates for 2026; investors should be careful about over-paying for stocks priced based on these estimates. What Valuation really means: Sentiment. The Schiller CAPE Ratio vs Lance's 5-yar CAPE Ratio (coming attraction!) Investing like Tiger-21 investors: High Net-worth investors' portfolio allocations; key to success is in assets that are not correlated to smooth out volatility. What is true diversification. Why NOT put assets (Gold, Real Estate) into an IRA? Lance and Jonathan provide sound advice here. Is the DOGE Dividend a good idea? Better ways to maximize fat-cutting savings without igniting more inflation. SEG-1: Economic Data is Catching Up w Reality SEG-2: Cleaning up D.C. & Optimistic Analysts SEG-3a What Valuations Really Mean SEG-3b: High Net-worth Investors & Private Equity SEG-4a: Why Not Put Assets in IRA? SEG-4b: The DOGE Dividend: Best Practices Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=-UOE_9qtSGU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2808s ------- Articles mentioned in this report: "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Markets In Corrective Phase," is here: https://www.youtube.com/watch?v=w_Qnw3WH9qU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "New Coronavirus Discovery Shakes Markets" https://www.youtube.com/watch?v=x1hXd_Jg4mg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #MarketSellOff #MarketCatalyst #MarketCorrection #MoneyFlows #Nvidia #PCE #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #CoronavirusDiscovery #StockMarketForecast #AnalystEstimates #ParabolicStocks #EarningsSeason #MarketTrends #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

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2-25-25 Markets In Corrective Phase 4:31

منذ 8 أيام4:31

4:31

Markets on Monday challenged the 20-DMA and failed, clawing its way back towards the 50-DMA until the last 15-minutes of the day. Then the Institutions kicked-in, and dumped holdings. Money flows remain positive for now, but are trending negatively as money comes out of the markets. That's corresponding with the selling we're seeing now, and it appears markets will be in a corrective phase for at least the next couple of weeks. We expect markets will try to challenge the 100-DMA before the end of the week. However, data points to be released this week could give markets room to rally: Nvidia reports earnings on Thursday, and on Friday the PCE report is revealed. (If Nvidia has a positive report, and PCE comes in cooler, relieving pressure on the Fed, these could serve as catalysts for markets to rally.) When the bounce occurs, use it to reduce risk. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=w_Qnw3WH9qU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- 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/ #MarketSellOff #MarketCatalyst #MarketCorrection #MoneyFlows #Nvidia #PCE #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
2-24-25 New Coronavirus Discovery Shakes Markets 46:21

منذ 9 أيام46:21

46:21

Lance has come up with a new business model for a Help Desk subscription service. It works on anything. The problem with margin debt; there's no appetite for IPO's. What Wall st. is doing instead. market sell off on Friday more the result of volatility around options expiration than Wuhan Lab news of the second coming of Covid. Don't expect any reflex rally today to hold. Economic indicators continue to hint at weaknesses; be aware of the content feeding sentiment surveys. There is a Republincan and Democrat dynamic to the data and its interpretation. Two expectations feed into term Prieum. Coming this week: The second revision to Q4 GDP (as oppoased to China's one-and-done reporting. Or else.) PCE inflation report preview. Will markets ever never focus on Data next-day-ism? (no.) Lance recounts his first exposure to investing, 'Learning from Mr. Lehman." Reading the WSJ, the news was days-old, and average stock holiding period was 7-years; contrast with velocity of information today, and average stock holding period not is 4-months. Markets have become like casinos (and the house always wins). What does all of this have to do with marging debt? Short-termism & Market casinos: knowing the rules. Maring debt vs stock prices. The velocity of increase in margin debt is alarming: It provides buying power on the way up, but also adds fuel for selling power on the way down. Margin calls create mandatory selling. SEG-1: Market Correction Not Unexpected SEG-2: Economic Indicators Continue to Show Weakness SEG-3: Learning fomr Mr. Lehman SEG-4: Short-termism, Market Casino's, and Margin Debt Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=x1hXd_Jg4mg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Can Markets' Reflex Rally Hold?," is here: https://www.youtube.com/watch?v=I41LvgZmcZc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Bears Come Out of Hibernation" https://www.youtube.com/watch?v=M-v7Z4cEX1E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends#InvestingTrends #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
2-24-25 Can Markets' Reflex Rally Hold? 4:36

منذ 9 أيام4:36

4:36

Markets had a nice, 1.7% selloff on Friday which brought the market back to the 50-DMA, and also triggered a MACD sell signal. There were two catalysts in play: It was an options expiry, which added volatility to markets, and there was a midday announcement from Wuhan, China of a new, second strain of the coronavirus, which triggered a form of PTSD in markets. We all remember 2020 and the previous COVID catastrophe. But the sell-off was not unexpected following markets' run up of late. Futures this morning are positive, but our suspicion is that any reflexive rally off the 50-DMA probably will not hold. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=I41LvgZmcZc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- 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/ #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

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When Bears Come Out of Hibernation 1:32:54

منذ 12 يومًا1:32:54

1:32:54

Richard & Jonathan discuss market activity for the week; the price of admission that investors must pay. Consumers (and companies) do not have a lot of pricing power. The European Conundrum: What happens when the US drops Ukraine support? Tariff talk & pressure on small cap companies; why we don't have to be invested in every asset class (where diversification really came from). Dad pants, Build-a-Bear, learning to give up some stocks, and a bear market mood. The impact of tariffs and the velocity of Trump agenda. Market trepidation; William Shatner should've been hired to pitch Conn's. Phobias: Ketchup, heights, & Sansabelt pants; more market commentary and planning around Sunset Laws. Dealing w Roth IRA vs Roth 401k rules differences. The flaw in investing to avoid paying taxes (hint: If you're paying taxes, you're making money.) Tax planning should occur all year long. Gifting custodial accounts. Richard & Jonathan are covering the 7am CST hour for the host of our terrestrial Radio partner; think of it as a bonus show: Markets aren't Red or Blue, per elections, but Green; learning from mistakes we made curing COVID; deflation and price consciousness; why tariffs will not be inflationary;; consumers will make product substitutions. Why Social Security has become the defacto pension; notes from William Shatner's "Wrath of Khan" presentation: How to plan for outliving your money. living to 100. How to properly claim Social Security; plan for "break-even." Thinking of Social Security as a longevity annuity. Al Pacino Cappucino and how Taylor Swift dodged a bullet. UnitedHealthcare's irregular medicare billings; Medicare Advantage vs MediGap coverages. Financial Planning & Having Kids; Retirement is all about income. Is a guaranteed income a "license to spend?" A look at hour retirees spend; tariffs will not create inflation, but will reduce earnings & profits for companies. SEG-1: The Price of Admission Investors Must Pay SEG-2: Why We Don't Have to be Invested in Every Asset Class SEG-3: Financial Planning for Sunset Laws SEG-4: The Flaw in Tax Avoidance Investing SEG-5: Markets Aren't Red or Blue; They're Green SEG-6: Williams Shatner & Planning for Longevity SEG-7: UnitedHealthCare & Irregular Medicare Billing SEG-8: Retirement is All About Income Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=Im4-UkJTRuM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Why Bitcoin Will Not Replace The Dollar" https://realinvestmentadvice.com/resources/blog/why-bitcoin-will-not-replace-the-dollar/ "Retail Exuberance Sets Market Up For A Correction" https://realinvestmentadvice.com/resources/blog/retail-exuberance-sets-market-up-for-a-correction/ ------- The latest installment of our new feature, Before the Bell, "Weighted Indexes Drive Markets Once Again," is here: https://www.youtube.com/watch?v=_9YgTKhf0IU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why Bitcoin Will Not Replace the Dollar," https://www.youtube.com/watch?v=M-v7Z4cEX1E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #BearMarket #StockMarketCrash #RecessionProof #MarketVolatility #InvestWisely #WeightedIndexes #Mag_7 #NASDAQ #Russell2000 #SmallCap #LargeCap #EmergingMarkets #InternationalStocks #AllTimeHighs #BitcoinVsDollar #CryptoDebate #BitcoinFuture #DigitalCurrency #FiatVsCrypto #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #InvestingTrends #InvestingAdvice #Money #Investing…

The Real Investment Show Podcast

1
2-20-25 Why Bitcoin Will Not Replace the Dollar 46:07

منذ 13 يومًا46:07

46:07

he latest Fed Meeting Minutes are out with a bit of insight; Trump's economic policies appear to be deflationary, as consumer strength is weakening; WalMart and Costco are tempering their forward guidance in anticipation. Palantir CEO is selling LOTS of shares as the Defense Dept. is being pushed by DOGE to cut spending. Market pullbacks may offer investors' opportunity; markets continue to do well, but there's a dichotomy between weighted indexes and those with less concentration of Mag-7 stocks. Money flows are still positive, with a surge into the survivors of the SPAC craze phase: More speculative mood. And then there's the "Alien ETF..." Can the Fed stop QT while debt ceiling is under consideration; the the Fed isn't saying about driving liquidity by pausing QT. Cane's vs KFC (we're now identifying generational preferences for fried chicken??) Is the Fed handcuffing itself with the stickiness of inflation vs rising yields? The Fed is setting its own trap with no two-way street on interest rates. Why the Fed needs to keep its mouth shut! The US dollar is the only lawful money in the United States. While some think Bitcoin can supplant the dollar, they fail to acknowledge that it has significant flaws, which we believe are critical to understanding why Bitcoin should not be lawful money. Lance and Michael discuss Bitcoin vs US Dollar, Cryptocurrency and Fiat Currency, and the concept of Bitcoin as Legal Tender, plus the future of Bitcoin and USD, and Digital Currency vs Traditional Money. Why Bitcoin will not replace the Dollar; the supply of money is important; the issue of value volatility: Bitcoin pricing is not dependable. To have a dynamic economy, a dynamic currency is required; Dollars still make the world go round. Currency must correlate with markets. SEG-1: Deflationary Trump Policies & Weakening Consumers SEG-2: Money Surges into SPAC Veterans SEG-3a: Cane's vs KFC SEG-3b: Is the Fed Handcuffing Itself? SEG-4: Why Bitcoin Will Not Replace the Dollar Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=M-v7Z4cEX1E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Why Bitcoin Will Not Replace The Dollar" https://realinvestmentadvice.com/resources/blog/why-bitcoin-will-not-replace-the-dollar/ "Retail Exuberance Sets Market Up For A Correction" https://realinvestmentadvice.com/resources/blog/retail-exuberance-sets-market-up-for-a-correction/ ------- The latest installment of our new feature, Before the Bell, "Weighted Indexes Drive Markets Once Again," is here: https://www.youtube.com/watch?v=_9YgTKhf0IU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What You Should Do with a Severance Package," https://www.youtube.com/watch?v=9l4vQ5lspQU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- 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/ #WeightedIndexes #Mag_7 #NASDAQ #Russell2000 #SmallCap #LargeCap #EmergingMarkets #InternationalStocks #AllTimeHighs #BitcoinVsDollar #CryptoDebate #BitcoinFuture #DigitalCurrency #FiatVsCrypto #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #InvestingTrends #InvestingAdvice #Money #Investing…

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1-22-25 Now is a Good Time for Portfolio Rebalancing